+121.3%
WMB vs WEC
+64.2%
+57.0%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.9% | -1.4% | -0.8% |
| 7D | +7.8% | +2.3% | +5.5% | +6.9% |
| 30D | -5.1% | +11.1% | -16.2% | -9.1% |
| 3M | -4.7% | +8.4% | -13.2% | -7.8% |
| 6M | -7.4% | +7.5% | -14.9% | -10.1% |
| YTD | +17.5% | +15.3% | +2.1% | +11.3% |
| 1Y | +19.5% | +9.7% | +9.7% | +15.1% |
| 3Y | +121.3% | +64.7% | +56.6% | +87.8% |
| All | +121.3% | +64.2% | +57.0% | +87.8% |
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