+142.0%
WEC vs WY
+7.6%
+134.5%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.3% | -0.3% | -0.1% |
| 7D | -0.6% | -4.2% | +3.6% | +0.5% |
| 30D | -2.6% | -10.1% | +7.5% | 0.0% |
| 3M | -6.0% | -8.5% | +2.5% | -4.1% |
| 6M | -5.4% | -3.3% | -2.1% | -5.0% |
| YTD | +2.5% | -4.4% | +6.9% | +3.0% |
| 1Y | -0.7% | -11.5% | +10.8% | +1.6% |
| 3Y | +38.7% | -24.3% | +63.0% | +46.3% |
| 5Y | +31.7% | -21.3% | +53.0% | +35.0% |
| All | +142.0% | +7.6% | +134.5% | +101.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 WY 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