+428.1%
WMT vs WEC
+146.6%
+281.5%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | 0.0% | +1.4% | +1.3% |
| 7D | 0.0% | -0.6% | +0.6% | +0.2% |
| 30D | -7.4% | -2.6% | -4.8% | -6.6% |
| 3M | -10.9% | -6.0% | -4.8% | -9.1% |
| 6M | -12.7% | -5.4% | -7.3% | -11.2% |
| YTD | -3.2% | +2.5% | -5.7% | -4.1% |
| 1Y | +5.3% | -0.7% | +6.0% | +5.4% |
| 3Y | +101.9% | +38.7% | +63.1% | +80.0% |
| 5Y | +134.6% | +31.7% | +102.9% | +111.0% |
| All | +428.1% | +146.6% | +281.5% | +303.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling