+17,845.4%
WDC vs WEC
+3,978.4%
+13,867.0%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -0.7% | +6.6% | +6.1% |
| 7D | +1.7% | -0.3% | +2.0% | +1.8% |
| 30D | -10.0% | -1.3% | -8.7% | -9.6% |
| 3M | -18.8% | -3.9% | -14.8% | -18.2% |
| 6M | +79.0% | -8.3% | +87.3% | +82.8% |
| YTD | +171.6% | +3.1% | +168.5% | +166.8% |
| 1Y | +417.4% | +1.9% | +415.4% | +408.1% |
| 3Y | +1,251.8% | +41.9% | +1,209.9% | +1,065.9% |
| 5Y | +911.7% | +30.8% | +880.9% | +786.4% |
| 10Y | +1,399.6% | +141.9% | +1,257.7% | +910.9% |
| All | +17,845.4% | +3,978.4% | +13,867.0% | +4,293.2% |
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