+11,931.6%
WDC vs WEC
+4,422.3%
+7,509.3%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +0.4% | +7.9% | +8.2% |
| 7D | -3.2% | -0.5% | -2.7% | -3.1% |
| 30D | -19.0% | +12.0% | -31.0% | -22.1% |
| 3M | -28.4% | +11.1% | -39.5% | -31.0% |
| 6M | -39.2% | +6.0% | -45.2% | -40.9% |
| YTD | +82.1% | +14.3% | +67.8% | +72.5% |
| 1Y | +84.7% | +8.0% | +76.7% | +78.0% |
| 3Y | +825.6% | +62.8% | +762.8% | +662.1% |
| 5Y | +608.2% | +55.3% | +552.9% | +484.7% |
| 10Y | +695.1% | +193.2% | +502.0% | +400.4% |
| All | +11,931.6% | +4,422.3% | +7,509.3% | +2,740.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling