+4,666.7%
WMB vs WEC
+4,360.7%
+306.0%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.1% | +1.8% | +0.8% |
| 7D | -13.8% | -0.2% | -13.6% | -13.9% |
| 30D | -10.3% | +12.3% | -22.6% | -15.8% |
| 3M | -10.1% | +8.3% | -18.3% | -13.9% |
| 6M | -11.8% | +3.5% | -15.3% | -13.7% |
| YTD | +8.9% | +12.7% | -3.8% | +1.9% |
| 1Y | +14.0% | +8.2% | +5.8% | +8.9% |
| 3Y | +100.5% | +55.9% | +44.7% | +56.6% |
| 5Y | +179.5% | +51.2% | +128.3% | +118.2% |
| 10Y | +272.7% | +177.6% | +95.1% | +79.2% |
| All | +4,666.7% | +4,360.7% | +306.0% | +433.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling