+195.2%
WEC vs ACWI
+225.4%
-30.2%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.6% | +0.2% |
| 7D | -0.7% | +2.7% | -3.4% | -1.8% |
| 30D | +11.0% | -2.6% | +13.6% | +12.0% |
| 3M | +8.6% | -3.2% | +11.8% | +9.9% |
| 6M | +6.2% | +1.9% | +4.3% | +4.9% |
| YTD | +14.3% | +11.3% | +2.9% | +8.3% |
| 1Y | +8.4% | +11.7% | -3.3% | +2.5% |
| 3Y | +62.9% | +74.4% | -11.5% | +22.7% |
| 5Y | +55.8% | +59.5% | -3.7% | +21.4% |
| All | +195.2% | +225.4% | -30.2% | +40.4% |
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