+101.1%
WMB vs WEC
+57.1%
+44.0%
-17.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +0.2% | -5.5% | -5.4% |
| 7D | -14.2% | +3.2% | -17.4% | -15.3% |
| 30D | -11.2% | +14.7% | -25.9% | -16.0% |
| 3M | -9.9% | +10.2% | -20.1% | -13.4% |
| 6M | -14.4% | +4.5% | -18.8% | -16.0% |
| YTD | +9.2% | +15.1% | -5.9% | +3.5% |
| 1Y | +15.1% | +9.4% | +5.7% | +10.9% |
| All | +101.1% | +57.1% | +44.0% | +70.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling