+5,376.0%
WMB vs WEC
+3,978.4%
+1,397.6%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.7% | +0.8% | +0.5% |
| 7D | +0.6% | -0.3% | +0.8% | +0.7% |
| 30D | +3.3% | -1.3% | +4.5% | +3.9% |
| 3M | +3.1% | -3.9% | +7.1% | +5.2% |
| 6M | -0.7% | -8.3% | +7.6% | +3.7% |
| YTD | +25.2% | +3.1% | +22.1% | +23.0% |
| 1Y | +32.9% | +1.9% | +30.9% | +31.1% |
| 3Y | +140.6% | +41.9% | +98.6% | +97.5% |
| 5Y | +273.5% | +30.8% | +242.7% | +214.7% |
| 10Y | +334.2% | +141.9% | +192.3% | +125.9% |
| All | +5,376.0% | +3,978.4% | +1,397.6% | +543.7% |
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