+195.2%
WEC vs WU
-39.7%
+234.9%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.2% | +1.2% | +0.3% |
| 7D | -0.7% | -5.3% | +4.6% | +0.4% |
| 30D | +11.0% | +9.0% | +1.9% | +8.9% |
| 3M | +8.6% | -3.6% | +12.2% | +9.1% |
| 6M | +6.2% | -19.4% | +25.6% | +10.0% |
| YTD | +14.3% | -21.7% | +36.0% | +18.6% |
| 1Y | +8.4% | -16.1% | +24.5% | +10.5% |
| 3Y | +62.9% | -24.1% | +87.0% | +67.4% |
| 5Y | +55.8% | -44.1% | +100.0% | +70.8% |
| All | +195.2% | -39.7% | +234.9% | +223.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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