+1,845.0%
WEC vs WCC
+1,713.7%
+131.3%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +3.9% | -4.6% | -1.0% |
| 7D | -0.3% | +4.5% | -4.7% | -0.6% |
| 30D | -1.3% | -5.8% | +4.5% | -0.9% |
| 3M | -3.9% | -3.7% | -0.3% | -3.9% |
| 6M | -8.3% | +23.1% | -31.4% | -10.1% |
| YTD | +3.1% | +44.2% | -41.1% | -0.2% |
| 1Y | +1.9% | +62.1% | -60.2% | -2.4% |
| 3Y | +41.9% | +121.1% | -79.2% | +30.4% |
| 5Y | +30.8% | +214.0% | -183.2% | +15.1% |
| 10Y | +141.9% | +472.8% | -330.9% | +94.1% |
| All | +1,845.0% | +1,713.7% | +131.3% | +1,221.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling