+283.3%
WMB vs WEC
+195.2%
+88.1%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | 0.0% | +0.7% | +0.8% |
| 7D | +8.1% | -0.7% | +8.8% | +8.3% |
| 30D | -6.9% | +11.0% | -17.8% | -9.4% |
| 3M | -5.1% | +8.6% | -13.7% | -7.2% |
| 6M | -5.7% | +6.2% | -11.9% | -7.2% |
| YTD | +18.1% | +14.3% | +3.8% | +14.1% |
| 1Y | +18.4% | +8.4% | +10.0% | +15.9% |
| 3Y | +122.7% | +62.9% | +59.9% | +97.7% |
| 5Y | +202.0% | +55.8% | +146.2% | +171.7% |
| All | +283.3% | +195.2% | +88.1% | +233.5% |
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