+54.5%
WEC vs EXR
-0.3%
+54.9%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.6% | -1.5% | -1.9% |
| 7D | -0.2% | +5.2% | -5.4% | -1.7% |
| 30D | +12.3% | +20.9% | -8.6% | +6.1% |
| 3M | +8.3% | +7.7% | +0.5% | +5.8% |
| 6M | +3.5% | +13.2% | -9.7% | -0.4% |
| YTD | +12.7% | +26.5% | -13.8% | +4.8% |
| 1Y | +8.2% | +27.2% | -19.0% | +0.3% |
| 3Y | +55.9% | +71.5% | -15.7% | +29.1% |
| All | +54.5% | -0.3% | +54.9% | +48.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EXR.
Daily Out/Under-Performance
Portfolio return minus EXR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXR 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 5y: compounded portfolio wealth divided by compounded EXR 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…
5y analysis · Full analysis span regression · 6 months rolling