+142.7%
WFC vs WEC
+146.6%
-3.9%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.8% | +0.5% | 0.0% |
| 7D | +0.3% | -1.3% | +1.6% | +0.7% |
| 30D | +2.3% | -0.4% | +2.7% | +2.4% |
| 3M | +9.8% | -6.8% | +16.5% | +12.3% |
| 6M | +15.6% | -6.4% | +21.9% | +17.9% |
| YTD | -2.4% | +2.5% | -4.9% | -3.8% |
| 1Y | +13.8% | -0.4% | +14.2% | +13.3% |
| 3Y | +134.6% | +38.5% | +96.1% | +104.8% |
| 5Y | +127.9% | +31.7% | +96.2% | +99.9% |
| All | +142.7% | +146.6% | -3.9% | +121.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling