+148.4%
WEC vs WWD
+479.8%
-331.4%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.5% | -0.4% | -0.8% |
| 7D | +0.4% | +0.6% | -0.2% | +0.3% |
| 30D | +0.9% | -5.1% | +6.0% | +1.5% |
| 3M | -5.3% | -11.2% | +5.9% | -4.1% |
| 6M | -6.6% | -12.0% | +5.5% | -5.6% |
| YTD | +3.3% | +12.0% | -8.7% | +0.9% |
| 1Y | +2.1% | +42.8% | -40.7% | -3.8% |
| 3Y | +39.6% | +168.9% | -129.4% | +18.2% |
| 5Y | +31.2% | +192.2% | -161.0% | +8.0% |
| 10Y | +148.4% | +495.3% | -346.8% | +80.4% |
| All | +148.4% | +479.8% | -331.4% | +80.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 WWD 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