+313.2%
WMB vs WEC
+141.2%
+172.0%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.8% | 0.0% | -0.7% |
| 7D | 0.0% | +0.4% | -0.4% | -0.1% |
| 30D | +4.6% | +0.9% | +3.7% | +4.4% |
| 3M | +5.7% | -5.3% | +11.1% | +7.2% |
| 6M | +4.2% | -6.6% | +10.8% | +6.0% |
| YTD | +26.8% | +3.3% | +23.6% | +25.9% |
| 1Y | +34.7% | +2.1% | +32.6% | +34.0% |
| 3Y | +146.8% | +39.6% | +107.2% | +127.7% |
| 5Y | +285.0% | +31.2% | +253.9% | +259.5% |
| 10Y | +313.2% | +148.4% | +164.8% | +252.4% |
| All | +313.2% | +141.2% | +172.0% | +252.4% |
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