+142.3%
WMB vs WEC
+42.1%
+100.2%
-12.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.7% | +0.8% | +0.4% |
| 7D | +0.6% | -0.3% | +0.8% | +0.7% |
| 30D | +3.3% | -1.3% | +4.5% | +3.8% |
| 3M | +3.1% | -3.9% | +7.1% | +4.8% |
| 6M | -0.7% | -8.3% | +7.6% | +2.6% |
| YTD | +25.2% | +3.1% | +22.1% | +24.0% |
| 1Y | +32.9% | +1.9% | +30.9% | +32.0% |
| All | +142.3% | +42.1% | +100.2% | +112.4% |
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 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