+189.4%
WEC vs EXPD
+329.8%
-140.5%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.2% | +0.1% | -0.1% |
| 7D | +1.4% | -7.4% | +8.8% | +3.1% |
| 30D | +12.8% | -2.1% | +14.9% | +13.2% |
| 3M | +11.2% | +5.7% | +5.5% | +9.6% |
| 6M | +6.6% | +21.4% | -14.8% | +1.6% |
| YTD | +13.8% | +27.6% | -13.8% | +6.3% |
| 1Y | +7.6% | +36.1% | -28.5% | -1.2% |
| 3Y | +62.2% | +69.9% | -7.7% | +38.1% |
| 5Y | +52.0% | +59.7% | -7.7% | +29.6% |
| 10Y | +189.4% | +323.0% | -133.7% | +90.7% |
| All | +189.4% | +329.8% | -140.5% | +90.7% |
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