+888.6%
WEC vs ACWI
+330.1%
+558.4%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -3.8% | +4.0% | +1.9% |
| 7D | +3.2% | -4.0% | +7.2% | +5.1% |
| 30D | +14.7% | -5.8% | +20.5% | +17.6% |
| 3M | +10.2% | -5.0% | +15.3% | +12.6% |
| 6M | +4.5% | +0.7% | +3.8% | +3.7% |
| YTD | +15.1% | +8.4% | +6.7% | +10.1% |
| 1Y | +9.4% | +10.1% | -0.7% | +3.9% |
| 3Y | +56.9% | +70.8% | -13.9% | +19.7% |
| 5Y | +54.4% | +55.4% | -0.9% | +21.9% |
| 10Y | +183.5% | +223.3% | -39.8% | +53.3% |
| All | +888.6% | +330.1% | +558.4% | +337.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling