+148.4%
WEC vs BBWI
-58.2%
+206.7%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -6.3% | +5.4% | -0.5% |
| 7D | +0.4% | -4.4% | +4.8% | +0.6% |
| 30D | +0.9% | -7.4% | +8.3% | +1.2% |
| 3M | -5.3% | -2.2% | -3.1% | -5.4% |
| 6M | -6.6% | -16.3% | +9.7% | -6.1% |
| YTD | +3.3% | -9.1% | +12.4% | +3.2% |
| 1Y | +2.1% | -34.5% | +36.6% | +3.4% |
| 3Y | +39.6% | -47.0% | +86.5% | +41.2% |
| 5Y | +31.2% | -68.8% | +100.0% | +35.0% |
| 10Y | +148.4% | -57.4% | +205.8% | +122.0% |
| All | +148.4% | -58.2% | +206.7% | +122.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 BBWI 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