+2,056.7%
WEC vs WCC
+1,591.2%
+465.5%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +3.3% | -2.9% | +0.2% |
| 7D | -0.5% | +3.3% | -3.9% | -0.8% |
| 30D | +12.0% | -9.4% | +21.4% | +12.5% |
| 3M | +11.1% | -10.5% | +21.6% | +11.6% |
| 6M | +6.0% | -10.4% | +16.4% | +6.2% |
| YTD | +14.3% | +34.4% | -20.1% | +10.9% |
| 1Y | +8.0% | +27.7% | -19.7% | +5.1% |
| 3Y | +62.8% | +137.9% | -75.1% | +48.5% |
| 5Y | +55.3% | +147.0% | -91.7% | +39.0% |
| 10Y | +193.2% | +442.5% | -249.3% | +135.7% |
| All | +2,056.7% | +1,591.2% | +465.5% | +1,368.4% |
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