+23.7%
WMB vs WEC
+9.7%
+14.1%
-13.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +2.3% | -8.7% | -7.3% |
| 7D | -8.6% | +6.9% | -15.5% | -11.4% |
| 30D | -4.2% | +16.6% | -20.8% | -11.5% |
| 3M | -4.4% | +9.1% | -13.5% | -8.4% |
| 6M | -8.7% | +3.2% | -11.9% | -10.3% |
| YTD | +15.4% | +14.9% | +0.5% | +9.5% |
| 1Y | +23.7% | +9.2% | +14.6% | +19.6% |
| All | +23.7% | +9.7% | +14.1% | +19.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling