+142.0%
WEC vs BR
+189.7%
-47.6%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.3% | +0.1% |
| 7D | -0.6% | -3.0% | +2.4% | +0.3% |
| 30D | -2.6% | -0.3% | -2.3% | -2.7% |
| 3M | -6.0% | +17.3% | -23.3% | -11.0% |
| 6M | -5.4% | -6.7% | +1.3% | -4.1% |
| YTD | +2.5% | -23.4% | +25.9% | +10.5% |
| 1Y | -0.7% | -32.7% | +32.0% | +11.9% |
| 3Y | +38.7% | -5.9% | +44.6% | +37.0% |
| 5Y | +31.7% | +8.4% | +23.2% | +21.3% |
| All | +142.0% | +189.7% | -47.6% | +52.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BR.
Daily Out/Under-Performance
Portfolio return minus BR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BR 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 BR 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