+11,028.0%
WDC vs WEC
+4,410.0%
+6,618.0%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | +1.1% | +8.8% | +9.5% |
| 7D | -14.4% | +0.2% | -14.6% | -14.5% |
| 30D | -27.1% | +12.9% | -40.0% | -30.0% |
| 3M | -33.3% | +9.8% | -43.0% | -35.4% |
| 6M | -39.6% | +6.7% | -46.3% | -41.4% |
| YTD | +68.4% | +14.0% | +54.4% | +59.7% |
| 1Y | +78.2% | +7.3% | +70.8% | +72.1% |
| 3Y | +772.0% | +63.8% | +708.2% | +616.3% |
| 5Y | +584.9% | +54.8% | +530.1% | +465.7% |
| 10Y | +653.4% | +185.7% | +467.7% | +378.6% |
| All | +11,028.0% | +4,410.0% | +6,618.0% | +2,528.8% |
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