+142.1%
WEC vs WCN
+235.2%
-93.2%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.1% | +0.4% | -0.2% |
| 7D | -1.3% | -4.4% | +3.2% | +0.8% |
| 30D | -0.4% | -4.4% | +4.1% | +1.7% |
| 3M | -6.8% | +0.5% | -7.3% | -7.2% |
| 6M | -6.4% | -3.3% | -3.1% | -5.5% |
| YTD | +2.5% | -8.5% | +11.0% | +5.8% |
| 1Y | -0.4% | -8.9% | +8.5% | +2.9% |
| 3Y | +38.5% | +18.0% | +20.5% | +23.5% |
| 5Y | +31.7% | +25.0% | +6.6% | +12.4% |
| All | +142.1% | +235.2% | -93.2% | +34.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 WCN 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