+142.0%
WEC vs WCC
+541.6%
-399.6%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +3.7% | -3.8% | -0.2% |
| 7D | -0.6% | +1.5% | -2.1% | -0.6% |
| 30D | -2.6% | -2.1% | -0.5% | -2.6% |
| 3M | -6.0% | +3.8% | -9.9% | -6.3% |
| 6M | -5.4% | +35.0% | -40.4% | -7.0% |
| YTD | +2.5% | +46.4% | -43.9% | +0.2% |
| 1Y | -0.7% | +63.0% | -63.7% | -3.6% |
| 3Y | +38.7% | +133.9% | -95.2% | +30.3% |
| 5Y | +31.7% | +226.5% | -194.9% | +20.0% |
| All | +142.0% | +541.6% | -399.6% | +99.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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