+1,044.1%
WEC vs XME
+175.1%
+869.1%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XME | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.0% | +2.0% | +0.3% |
| 7D | -0.7% | +5.3% | -6.1% | -1.4% |
| 30D | +11.0% | -8.2% | +19.2% | +12.1% |
| 3M | +8.6% | -18.4% | +27.0% | +11.3% |
| 6M | +6.2% | -22.8% | +29.0% | +9.3% |
| YTD | +14.3% | -7.9% | +22.2% | +14.2% |
| 1Y | +8.4% | -0.9% | +9.2% | +7.0% |
| 3Y | +62.9% | +96.0% | -33.1% | +43.6% |
| 5Y | +55.8% | +110.3% | -54.5% | +34.2% |
| 10Y | +193.2% | +272.8% | -79.7% | +118.9% |
| All | +1,044.1% | +175.1% | +869.1% | +687.3% |
Cumulative growth
Daily Returns
Daily percentage return beside XME.
Daily Out/Under-Performance
Portfolio return minus XME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XME 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 XME 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