+3,978.4%
WEC vs MKC
+3,376.8%
+601.7%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.0% | +0.2% | -0.5% |
| 7D | -0.3% | -5.9% | +5.6% | +1.3% |
| 30D | -1.3% | -0.9% | -0.4% | -1.1% |
| 3M | -3.9% | +12.7% | -16.6% | -7.1% |
| 6M | -8.3% | -19.3% | +11.0% | -3.8% |
| YTD | +3.1% | -22.2% | +25.2% | +8.8% |
| 1Y | +1.9% | -23.3% | +25.3% | +7.8% |
| 3Y | +41.9% | -30.0% | +71.9% | +52.3% |
| 5Y | +30.8% | -33.8% | +64.5% | +41.5% |
| 10Y | +141.9% | +24.4% | +117.5% | +126.2% |
| All | +3,978.4% | +3,376.8% | +601.7% | +2,092.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MKC.
Daily Out/Under-Performance
Portfolio return minus MKC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKC 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 all: compounded portfolio wealth divided by compounded MKC 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…
all analysis · Full analysis span regression · 6 months rolling