+40.8%
WEC vs WCC
+137.6%
-96.9%
-11.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +2.5% | -1.4% | +1.0% |
| 7D | +0.8% | +8.5% | -7.7% | +0.7% |
| 30D | +0.3% | -1.0% | +1.3% | +0.3% |
| 3M | -2.9% | +2.1% | -5.0% | -2.9% |
| 6M | -5.9% | +36.8% | -42.7% | -6.4% |
| YTD | +4.1% | +47.7% | -43.6% | +3.5% |
| 1Y | +3.1% | +66.5% | -63.4% | +2.1% |
| 3Y | +40.8% | +134.2% | -93.4% | +33.2% |
| All | +40.8% | +137.6% | -96.9% | +33.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling