+142.0%
WEC vs TRI
+196.2%
-54.2%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.7% | -1.7% | -0.4% |
| 7D | -0.6% | -7.9% | +7.3% | +1.0% |
| 30D | -2.6% | -4.5% | +1.9% | -2.0% |
| 3M | -6.0% | +22.1% | -28.1% | -11.2% |
| 6M | -5.4% | -2.8% | -2.6% | -6.3% |
| YTD | +2.5% | -23.4% | +25.9% | +8.3% |
| 1Y | -0.7% | -41.5% | +40.8% | +14.6% |
| 3Y | +38.7% | -19.2% | +57.9% | +38.6% |
| 5Y | +31.7% | -9.4% | +41.1% | +24.0% |
| All | +142.0% | +196.2% | -54.2% | +62.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 TRI 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