+142.0%
WEC vs IBN
+324.2%
-182.2%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.9% | -1.9% | -0.2% |
| 7D | -0.6% | -3.0% | +2.4% | -0.2% |
| 30D | -2.6% | -1.5% | -1.1% | -2.5% |
| 3M | -6.0% | +7.9% | -14.0% | -7.0% |
| 6M | -5.4% | +8.6% | -14.1% | -6.5% |
| YTD | +2.5% | -0.6% | +3.0% | +2.3% |
| 1Y | -0.7% | -7.3% | +6.6% | -0.1% |
| 3Y | +38.7% | +26.2% | +12.5% | +33.6% |
| 5Y | +31.7% | +57.8% | -26.2% | +22.5% |
| All | +142.0% | +324.2% | -182.2% | +105.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 IBN 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