+57.8%
WEC vs ACWI
+54.9%
+2.9%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -3.8% | +4.0% | +1.2% |
| 7D | +3.2% | -4.0% | +7.2% | +4.3% |
| 30D | +14.7% | -5.8% | +20.5% | +16.4% |
| 3M | +10.2% | -5.0% | +15.3% | +11.6% |
| 6M | +4.5% | +0.7% | +3.8% | +3.9% |
| YTD | +15.1% | +8.4% | +6.7% | +11.8% |
| 1Y | +9.4% | +10.1% | -0.7% | +5.7% |
| 3Y | +56.9% | +70.8% | -13.9% | +27.2% |
| All | +57.8% | +54.9% | +2.9% | +24.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling