+185.7%
WEC vs STT
+211.9%
-26.1%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | STT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +3.2% | -2.1% | +0.7% |
| 7D | +0.2% | +0.9% | -0.7% | +0.1% |
| 30D | +12.9% | -2.3% | +15.3% | +13.2% |
| 3M | +9.8% | -7.0% | +16.8% | +10.7% |
| 6M | +6.7% | +15.5% | -8.7% | +4.5% |
| YTD | +14.0% | +35.6% | -21.6% | +9.0% |
| 1Y | +7.3% | +47.9% | -40.5% | +1.4% |
| 3Y | +63.8% | +181.1% | -117.3% | +40.7% |
| 5Y | +54.8% | +108.2% | -53.4% | +35.6% |
| 10Y | +185.7% | +201.0% | -15.3% | +130.9% |
| All | +185.7% | +211.9% | -26.1% | +130.9% |
Cumulative growth
Daily Returns
Daily percentage return beside STT.
Daily Out/Under-Performance
Portfolio return minus STT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STT 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 STT 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