+326.4%
WM vs WEC
+186.5%
+139.8%
-30.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.1% | +0.4% | +0.4% |
| 7D | +1.2% | +1.4% | -0.2% | +0.5% |
| 30D | +13.7% | +12.8% | +0.9% | +7.6% |
| 3M | +5.2% | +11.2% | -6.0% | +0.2% |
| 6M | +11.2% | +6.6% | +4.6% | +7.9% |
| YTD | +9.4% | +13.8% | -4.4% | +3.0% |
| 1Y | +20.4% | +7.6% | +12.7% | +16.2% |
| 3Y | +44.7% | +62.2% | -17.5% | +15.3% |
| 5Y | +58.5% | +52.0% | +6.5% | +28.8% |
| 10Y | +326.4% | +189.4% | +137.0% | +178.9% |
| All | +326.4% | +186.5% | +139.8% | +178.9% |
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