+634.6%
XYZ vs WEC
+186.5%
+448.1%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.1% | -3.2% | -3.3% |
| 7D | +12.6% | +1.4% | +11.2% | +12.2% |
| 30D | +10.8% | +12.8% | -2.0% | +6.7% |
| 3M | +8.4% | +11.2% | -2.9% | +4.7% |
| 6M | +14.3% | +6.6% | +7.7% | +11.7% |
| YTD | +31.5% | +13.8% | +17.7% | +25.1% |
| 1Y | +28.1% | +7.6% | +20.5% | +24.3% |
| 3Y | +66.2% | +62.2% | +4.0% | +36.7% |
| 5Y | -62.3% | +52.0% | -114.3% | -68.4% |
| 10Y | +634.6% | +189.4% | +445.2% | +437.0% |
| All | +634.6% | +186.5% | +448.1% | +437.0% |
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