+12.0%
WBD vs WEC
+146.6%
-134.6%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.8% | +1.8% | +1.3% |
| 7D | -0.6% | -1.3% | +0.7% | -0.2% |
| 30D | +4.2% | -0.4% | +4.6% | +4.3% |
| 3M | +7.5% | -6.8% | +14.3% | +9.6% |
| 6M | +1.6% | -6.4% | +8.0% | +3.2% |
| YTD | -2.2% | +2.5% | -4.6% | -3.3% |
| 1Y | +124.9% | -0.4% | +125.3% | +123.9% |
| 3Y | +149.1% | +38.5% | +110.6% | +123.0% |
| 5Y | +7.8% | +31.7% | -23.8% | -2.7% |
| All | +12.0% | +146.6% | -134.6% | -0.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded WEC wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling