+148.4%
WEC vs A
+236.6%
-88.2%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.4% | +0.6% | -0.6% |
| 7D | +0.4% | -4.4% | +4.8% | +1.2% |
| 30D | +0.9% | -2.7% | +3.6% | +1.3% |
| 3M | -5.3% | +7.0% | -12.4% | -6.8% |
| 6M | -6.6% | +24.6% | -31.2% | -11.2% |
| YTD | +3.3% | +7.0% | -3.8% | +1.1% |
| 1Y | +2.1% | +15.6% | -13.5% | -2.0% |
| 3Y | +39.6% | +29.9% | +9.7% | +27.4% |
| 5Y | +31.2% | -15.4% | +46.5% | +31.9% |
| 10Y | +148.4% | +248.9% | -100.4% | +75.6% |
| All | +148.4% | +236.6% | -88.2% | +75.6% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 A 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