+992.6%
WDC vs WEC
+34.9%
+957.7%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.1% | +1.1% | +2.1% |
| 7D | +6.0% | +0.8% | +5.2% | +6.0% |
| 30D | +9.9% | +0.3% | +9.6% | +10.0% |
| 3M | -9.4% | -2.9% | -6.5% | -9.6% |
| 6M | +94.7% | -5.9% | +100.6% | +94.5% |
| YTD | +177.4% | +4.1% | +173.2% | +175.4% |
| 1Y | +412.6% | +3.1% | +409.5% | +407.8% |
| 3Y | +1,359.8% | +40.8% | +1,319.0% | +1,302.9% |
| 5Y | +992.6% | +31.7% | +960.9% | +929.1% |
| All | +992.6% | +34.9% | +957.7% | +929.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling