+1,090.2%
WEC vs WPM
+5,046.3%
-3,956.1%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.3% | +1.2% | +0.9% |
| 7D | +2.3% | -3.6% | +5.9% | +2.6% |
| 30D | +11.1% | +1.4% | +9.6% | +10.8% |
| 3M | +8.4% | -0.2% | +8.6% | +8.1% |
| 6M | +7.5% | -7.3% | +14.8% | +7.5% |
| YTD | +15.3% | +12.3% | +3.0% | +12.8% |
| 1Y | +9.7% | +24.9% | -15.2% | +6.2% |
| 3Y | +64.7% | +210.4% | -145.7% | +45.9% |
| 5Y | +57.3% | +210.4% | -153.1% | +38.4% |
| 10Y | +195.9% | +731.7% | -535.8% | +136.5% |
| All | +1,090.2% | +5,046.3% | -3,956.1% | +629.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling