+142.0%
WEC vs AU
+699.0%
-556.9%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.5% | -0.5% | -0.1% |
| 7D | -0.6% | -4.3% | +3.7% | -0.3% |
| 30D | -2.6% | +7.3% | -9.9% | -3.3% |
| 3M | -6.0% | +26.3% | -32.4% | -8.0% |
| 6M | -5.4% | +1.8% | -7.2% | -6.3% |
| YTD | +2.5% | +26.8% | -24.3% | -0.6% |
| 1Y | -0.7% | +66.7% | -67.4% | -6.2% |
| 3Y | +38.7% | +579.1% | -540.3% | +13.7% |
| 5Y | +31.7% | +689.3% | -657.7% | +5.1% |
| All | +142.0% | +699.0% | -556.9% | +97.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 AU 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