+142.1%
WEC vs WPM
+545.0%
-402.9%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -3.7% | +2.9% | -0.3% |
| 7D | -1.3% | -3.6% | +2.3% | -0.9% |
| 30D | -0.4% | +12.5% | -12.9% | -1.9% |
| 3M | -6.8% | +40.6% | -47.4% | -10.9% |
| 6M | -6.4% | +0.5% | -6.9% | -7.1% |
| YTD | +2.5% | +29.0% | -26.6% | -2.1% |
| 1Y | -0.4% | +43.8% | -44.2% | -6.6% |
| 3Y | +38.5% | +266.3% | -227.8% | +12.5% |
| 5Y | +31.7% | +255.1% | -223.4% | +6.0% |
| All | +142.1% | +545.0% | -402.9% | +83.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WPM.
Daily Out/Under-Performance
Portfolio return minus WPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WPM 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 WPM 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