+193.2%
WEC vs BB
+31.7%
+161.5%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +2.8% | -2.5% | +0.3% |
| 7D | -0.5% | +7.3% | -7.8% | -0.7% |
| 30D | +12.0% | +11.2% | +0.7% | +11.6% |
| 3M | +11.1% | +4.7% | +6.4% | +10.8% |
| 6M | +6.0% | +51.1% | -45.1% | +4.5% |
| YTD | +14.3% | +148.0% | -133.7% | +11.2% |
| 1Y | +8.0% | +106.1% | -98.2% | +5.5% |
| 3Y | +62.8% | +158.2% | -95.4% | +56.5% |
| 5Y | +55.3% | -10.8% | +66.1% | +52.2% |
| 10Y | +193.2% | +29.3% | +163.9% | +164.8% |
| All | +193.2% | +31.7% | +161.5% | +164.8% |
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