+330.8%
WM vs WEC
+195.2%
+135.6%
-30.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | 0.0% | +1.6% | +1.6% |
| 7D | +1.2% | -0.7% | +1.9% | +1.5% |
| 30D | +15.2% | +11.0% | +4.3% | +9.9% |
| 3M | +8.3% | +8.6% | -0.3% | +4.3% |
| 6M | +13.1% | +6.2% | +7.0% | +10.0% |
| YTD | +12.5% | +14.3% | -1.8% | +5.7% |
| 1Y | +21.8% | +8.4% | +13.4% | +17.2% |
| 3Y | +48.8% | +62.9% | -14.1% | +18.3% |
| 5Y | +62.1% | +55.8% | +6.2% | +30.2% |
| All | +330.8% | +195.2% | +135.6% | +177.9% |
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