+4,464.3%
WEC vs WY
+612.4%
+3,851.9%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.7% | -0.8% | +0.6% |
| 7D | +2.3% | -0.8% | +3.1% | +2.5% |
| 30D | +11.1% | +10.1% | +1.0% | +9.1% |
| 3M | +8.4% | -15.4% | +23.8% | +11.6% |
| 6M | +7.5% | -8.3% | +15.8% | +8.9% |
| YTD | +15.3% | -9.8% | +25.2% | +16.9% |
| 1Y | +9.7% | -3.9% | +13.6% | +9.9% |
| 3Y | +64.7% | -23.3% | +88.0% | +70.5% |
| 5Y | +57.3% | -31.2% | +88.5% | +64.7% |
| 10Y | +195.9% | +5.5% | +190.3% | +173.5% |
| All | +4,464.3% | +612.4% | +3,851.9% | +3,138.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling