+19,554.2%
WELL vs WEC
+4,410.0%
+15,144.2%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.1% | -0.1% | +0.5% |
| 7D | +3.5% | +0.2% | +3.3% | +3.4% |
| 30D | +9.7% | +12.9% | -3.2% | +3.8% |
| 3M | +4.8% | +9.8% | -5.0% | +0.3% |
| 6M | +16.1% | +6.7% | +9.3% | +12.7% |
| YTD | +34.7% | +14.0% | +20.7% | +27.0% |
| 1Y | +31.9% | +7.3% | +24.6% | +27.7% |
| 3Y | +209.9% | +63.8% | +146.1% | +147.7% |
| 5Y | +226.5% | +54.8% | +171.8% | +166.9% |
| 10Y | +455.3% | +185.7% | +269.6% | +249.8% |
| All | +19,554.2% | +4,410.0% | +15,144.2% | +6,890.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 WEC 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