+197.9%
WEC vs MDY
+165.3%
+32.6%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.1% | +1.0% | +1.0% |
| 7D | +2.3% | +2.3% | +0.1% | +1.6% |
| 30D | +11.1% | +2.0% | +9.1% | +10.3% |
| 3M | +8.4% | -5.6% | +14.1% | +10.4% |
| 6M | +7.5% | +1.3% | +6.2% | +6.8% |
| YTD | +15.3% | +12.3% | +3.0% | +10.4% |
| 1Y | +9.7% | +15.8% | -6.1% | +3.9% |
| 3Y | +64.7% | +56.5% | +8.2% | +37.7% |
| 5Y | +57.3% | +35.1% | +22.1% | +37.2% |
| All | +197.9% | +165.3% | +32.6% | +86.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 MDY 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