+2,076.8%
WEC vs WCC
+1,563.0%
+513.7%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.7% | +2.6% | +1.0% |
| 7D | +2.3% | +9.9% | -7.6% | +1.6% |
| 30D | +11.1% | -8.4% | +19.5% | +11.5% |
| 3M | +8.4% | -10.3% | +18.8% | +8.9% |
| 6M | +7.5% | -10.5% | +18.0% | +7.7% |
| YTD | +15.3% | +32.2% | -16.8% | +12.0% |
| 1Y | +9.7% | +25.5% | -15.8% | +6.9% |
| 3Y | +64.7% | +134.7% | -70.0% | +50.3% |
| 5Y | +57.3% | +139.9% | -82.7% | +41.0% |
| 10Y | +195.9% | +433.5% | -237.6% | +138.1% |
| All | +2,076.8% | +1,563.0% | +513.7% | +1,383.8% |
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