+4,679.4%
WMB vs WEC
+4,455.0%
+224.3%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +0.2% | -5.5% | -5.4% |
| 7D | -14.2% | +3.2% | -17.4% | -15.7% |
| 30D | -11.2% | +14.7% | -25.9% | -17.5% |
| 3M | -9.9% | +10.2% | -20.1% | -14.5% |
| 6M | -14.4% | +4.5% | -18.8% | -16.5% |
| YTD | +9.2% | +15.1% | -5.9% | +1.1% |
| 1Y | +15.1% | +9.4% | +5.7% | +9.3% |
| 3Y | +99.2% | +56.9% | +42.3% | +55.1% |
| 5Y | +180.2% | +54.4% | +125.8% | +116.5% |
| 10Y | +273.7% | +183.5% | +90.2% | +77.8% |
| All | +4,679.4% | +4,455.0% | +224.3% | +429.3% |
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