+197.9%
WEC vs AEIS
+332.3%
-134.4%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -4.0% | +4.9% | +1.1% |
| 7D | +2.3% | +11.5% | -9.2% | +1.8% |
| 30D | +11.1% | -15.8% | +26.8% | +11.7% |
| 3M | +8.4% | -33.3% | +41.8% | +10.2% |
| 6M | +7.5% | -35.2% | +42.7% | +8.9% |
| YTD | +15.3% | +5.0% | +10.3% | +13.1% |
| 1Y | +9.7% | +8.5% | +1.3% | +7.4% |
| 3Y | +64.7% | +152.9% | -88.2% | +49.8% |
| 5Y | +57.3% | +144.6% | -87.4% | +41.8% |
| All | +197.9% | +332.3% | -134.4% | +130.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 AEIS 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