+259.9%
WMB vs WEC
+178.6%
+81.2%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +1.1% | +2.6% | +3.4% |
| 7D | -6.7% | +0.2% | -6.9% | -6.8% |
| 30D | -8.6% | +12.9% | -21.5% | -11.5% |
| 3M | -4.9% | +9.8% | -14.7% | -7.3% |
| 6M | -6.3% | +6.7% | -13.0% | -7.9% |
| YTD | +13.0% | +14.0% | -1.0% | +9.2% |
| 1Y | +14.9% | +7.3% | +7.6% | +12.7% |
| 3Y | +113.4% | +63.8% | +49.6% | +89.2% |
| 5Y | +190.2% | +54.8% | +135.4% | +161.2% |
| 10Y | +259.9% | +185.7% | +74.2% | +204.7% |
| All | +259.9% | +178.6% | +81.2% | +204.7% |
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