+4,021.5%
WEC vs WY
+676.8%
+3,344.7%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.4% | +2.5% | +1.3% |
| 7D | +0.8% | -2.1% | +2.9% | +1.2% |
| 30D | +0.3% | -10.5% | +10.8% | +2.3% |
| 3M | -2.9% | -4.9% | +1.9% | -2.2% |
| 6M | -5.9% | -4.9% | -1.0% | -5.3% |
| YTD | +4.1% | -1.7% | +5.8% | +4.0% |
| 1Y | +3.1% | -9.4% | +12.5% | +4.4% |
| 3Y | +40.8% | -22.3% | +63.1% | +45.5% |
| 5Y | +31.7% | -20.5% | +52.2% | +34.3% |
| 10Y | +141.1% | +4.9% | +136.2% | +122.6% |
| All | +4,021.5% | +676.8% | +3,344.7% | +2,781.2% |
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