+148.4%
WEC vs BN
+257.9%
-109.5%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.9% | +1.1% | -0.4% |
| 7D | +0.4% | -3.0% | +3.4% | +1.1% |
| 30D | +0.9% | -13.0% | +13.9% | +4.2% |
| 3M | -5.3% | -15.2% | +9.9% | -1.8% |
| 6M | -6.6% | -5.9% | -0.7% | -5.8% |
| YTD | +3.3% | -15.8% | +19.0% | +6.6% |
| 1Y | +2.1% | -12.2% | +14.2% | +3.9% |
| 3Y | +39.6% | +72.2% | -32.6% | +15.1% |
| 5Y | +31.2% | +33.2% | -2.0% | +13.5% |
| 10Y | +148.4% | +264.7% | -116.2% | +47.4% |
| All | +148.4% | +257.9% | -109.5% | +47.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN 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 BN 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