+185.7%
WEC vs EXPD
+334.2%
-148.5%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +2.7% | -1.6% | +0.5% |
| 7D | +0.2% | -5.5% | +5.7% | +1.4% |
| 30D | +12.9% | -1.9% | +14.8% | +13.3% |
| 3M | +9.8% | +6.1% | +3.7% | +8.1% |
| 6M | +6.7% | +21.6% | -14.9% | +1.7% |
| YTD | +14.0% | +27.9% | -13.9% | +6.4% |
| 1Y | +7.3% | +39.4% | -32.1% | -2.0% |
| 3Y | +63.8% | +72.7% | -8.9% | +38.9% |
| 5Y | +54.8% | +60.3% | -5.6% | +31.9% |
| 10Y | +185.7% | +332.6% | -146.9% | +88.3% |
| All | +185.7% | +334.2% | -148.5% | +88.3% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPD.
Daily Out/Under-Performance
Portfolio return minus EXPD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPD 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 EXPD 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