+52.4%
WEC vs ACI
+18.9%
+33.6%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.4% | +1.5% | -0.6% |
| 7D | +0.4% | -5.0% | +5.4% | +0.9% |
| 30D | +0.9% | -2.3% | +3.2% | +1.1% |
| 3M | -5.3% | -23.2% | +17.9% | -3.1% |
| 6M | -6.6% | -29.5% | +22.9% | -3.6% |
| YTD | +3.3% | -28.6% | +31.9% | +6.3% |
| 1Y | +2.1% | -34.0% | +36.1% | +5.9% |
| 3Y | +39.6% | -45.0% | +84.5% | +47.3% |
| 5Y | +31.2% | -44.0% | +75.2% | +36.5% |
| All | +52.4% | +18.9% | +33.6% | +49.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ACI.
Daily Out/Under-Performance
Portfolio return minus ACI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACI 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 ACI 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