+173.5%
WEC vs ACWI
+219.0%
-45.5%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | 0.0% | -2.0% | -2.1% |
| 7D | -0.2% | -2.4% | +2.2% | +0.8% |
| 30D | +12.3% | -5.2% | +17.5% | +14.7% |
| 3M | +8.3% | -4.8% | +13.1% | +10.3% |
| 6M | +3.5% | -1.3% | +4.8% | +3.6% |
| YTD | +12.7% | +8.4% | +4.3% | +8.0% |
| 1Y | +8.2% | +11.0% | -2.9% | +2.5% |
| 3Y | +55.9% | +70.6% | -14.7% | +18.5% |
| 5Y | +51.2% | +55.3% | -4.1% | +19.1% |
| All | +173.5% | +219.0% | -45.5% | +30.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 ACWI 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