+193.2%
WEC vs BEN
+60.1%
+133.1%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | 0.0% | +0.4% | +0.4% |
| 7D | -0.5% | +7.2% | -7.7% | -1.8% |
| 30D | +12.0% | +14.1% | -2.1% | +9.2% |
| 3M | +11.1% | +9.9% | +1.2% | +9.0% |
| 6M | +6.0% | +17.4% | -11.4% | +2.6% |
| YTD | +14.3% | +57.3% | -43.0% | +4.4% |
| 1Y | +8.0% | +66.9% | -59.0% | -2.5% |
| 3Y | +62.8% | +85.7% | -22.8% | +41.3% |
| 5Y | +55.3% | +31.2% | +24.1% | +42.0% |
| 10Y | +193.2% | +61.0% | +132.1% | +121.0% |
| All | +193.2% | +60.1% | +133.1% | +121.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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