+788.5%
XLK vs WEC
+146.6%
+641.9%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | 0.0% | +1.3% | +1.3% |
| 7D | +0.2% | -0.6% | +0.8% | +0.4% |
| 30D | -0.6% | -2.6% | +2.0% | 0.0% |
| 3M | +2.6% | -6.0% | +8.6% | +4.0% |
| 6M | +34.0% | -5.4% | +39.4% | +35.2% |
| YTD | +30.7% | +2.5% | +28.2% | +28.8% |
| 1Y | +39.2% | -0.7% | +39.9% | +38.2% |
| 3Y | +120.4% | +38.7% | +81.7% | +93.9% |
| 5Y | +148.8% | +31.7% | +117.1% | +120.9% |
| All | +788.5% | +146.6% | +641.9% | +588.1% |
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