+142.1%
WEC vs BB
-0.1%
+142.2%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.7% | +2.0% | -0.7% |
| 7D | -1.3% | -2.1% | +0.8% | -1.2% |
| 30D | -0.4% | -16.0% | +15.6% | 0.0% |
| 3M | -6.8% | -14.5% | +7.7% | -6.7% |
| 6M | -6.4% | +118.6% | -124.9% | -8.6% |
| YTD | +2.5% | +98.9% | -96.5% | +0.3% |
| 1Y | -0.4% | +99.5% | -99.9% | -2.7% |
| 3Y | +38.5% | +65.4% | -26.8% | +34.6% |
| 5Y | +31.7% | -27.6% | +59.3% | +29.6% |
| All | +142.1% | -0.1% | +142.2% | +117.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 BB 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