+195.2%
WEC vs IT
+88.7%
+106.5%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.1% | +1.1% | +0.1% |
| 7D | -0.7% | -3.7% | +2.9% | -0.3% |
| 30D | +11.0% | -3.1% | +14.1% | +11.2% |
| 3M | +8.6% | +6.3% | +2.3% | +7.5% |
| 6M | +6.2% | +24.8% | -18.6% | +2.2% |
| YTD | +14.3% | -24.4% | +38.6% | +16.9% |
| 1Y | +8.4% | -17.1% | +25.4% | +9.3% |
| 3Y | +62.9% | -53.6% | +116.5% | +77.0% |
| 5Y | +55.8% | -42.5% | +98.3% | +60.4% |
| All | +195.2% | +88.7% | +106.5% | +135.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IT.
Daily Out/Under-Performance
Portfolio return minus IT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IT 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 IT 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