+143.9%
WEC vs EXEL
+393.9%
-250.0%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EXEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.1% | -2.0% | -0.9% |
| 7D | +0.4% | -0.3% | +0.7% | +0.4% |
| 30D | +0.9% | +10.1% | -9.2% | +0.5% |
| 3M | -5.3% | +10.1% | -15.4% | -5.8% |
| 6M | -6.6% | +37.7% | -44.2% | -7.9% |
| YTD | +3.3% | +33.1% | -29.8% | +1.9% |
| 1Y | +2.1% | +52.4% | -50.3% | 0.0% |
| 3Y | +39.6% | +163.8% | -124.2% | +33.0% |
| 5Y | +31.2% | +198.5% | -167.3% | +23.9% |
| All | +143.9% | +393.9% | -250.0% | +141.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EXEL.
Daily Out/Under-Performance
Portfolio return minus EXEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXEL 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 EXEL 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