+1,309.1%
WDC vs WEC
+141.2%
+1,167.9%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.8% | +1.9% | +1.2% |
| 7D | +7.5% | +0.4% | +7.1% | +7.4% |
| 30D | +10.1% | +0.9% | +9.2% | +9.9% |
| 3M | -6.8% | -5.3% | -1.5% | -6.1% |
| 6M | +84.1% | -6.6% | +90.7% | +85.9% |
| YTD | +180.3% | +3.3% | +177.0% | +176.3% |
| 1Y | +411.1% | +2.1% | +409.0% | +403.6% |
| 3Y | +1,375.0% | +39.6% | +1,335.4% | +1,226.6% |
| 5Y | +991.6% | +31.2% | +960.4% | +890.8% |
| 10Y | +1,309.1% | +148.4% | +1,160.7% | +1,041.4% |
| All | +1,309.1% | +141.2% | +1,167.9% | +1,041.4% |
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