+642.9%
WDC vs WEC
+197.9%
+444.9%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +0.9% | -5.9% | -5.2% |
| 7D | +12.1% | +2.3% | +9.8% | +11.6% |
| 30D | -18.8% | +11.1% | -29.9% | -20.5% |
| 3M | -39.3% | +8.4% | -47.8% | -40.3% |
| 6M | -40.1% | +7.5% | -47.6% | -41.3% |
| YTD | +71.8% | +15.3% | +56.5% | +65.6% |
| 1Y | +88.5% | +9.7% | +78.7% | +83.6% |
| 3Y | +770.0% | +64.7% | +705.3% | +652.8% |
| 5Y | +549.0% | +57.3% | +491.8% | +463.3% |
| All | +642.9% | +197.9% | +444.9% | +491.6% |
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