+142.0%
WEC vs TRU
+147.2%
-5.1%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.0% | -1.0% | -0.2% |
| 7D | -0.6% | -2.7% | +2.2% | -0.2% |
| 30D | -2.6% | -2.0% | -0.6% | -2.4% |
| 3M | -6.0% | +18.4% | -24.5% | -8.7% |
| 6M | -5.4% | +8.9% | -14.3% | -7.2% |
| YTD | +2.5% | -8.9% | +11.4% | +2.9% |
| 1Y | -0.7% | -15.9% | +15.2% | +0.7% |
| 3Y | +38.7% | -1.1% | +39.8% | +32.3% |
| 5Y | +31.7% | -35.2% | +66.9% | +35.3% |
| All | +142.0% | +147.2% | -5.1% | +92.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 TRU 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