+173.5%
WEC vs MAS
+213.7%
-40.1%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.9% | -0.2% | -1.6% |
| 7D | -0.2% | +2.0% | -2.1% | -0.6% |
| 30D | +12.3% | +19.4% | -7.1% | +7.9% |
| 3M | +8.3% | +9.4% | -1.2% | +5.9% |
| 6M | +3.5% | +15.3% | -11.9% | -0.4% |
| YTD | +12.7% | +31.3% | -18.6% | +4.6% |
| 1Y | +8.2% | +34.9% | -26.7% | -0.4% |
| 3Y | +55.9% | +58.6% | -2.7% | +34.2% |
| 5Y | +51.2% | +40.7% | +10.5% | +31.7% |
| All | +173.5% | +213.7% | -40.1% | +87.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MAS.
Daily Out/Under-Performance
Portfolio return minus MAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MAS 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 MAS 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