+638.0%
XYZ vs WEC
+178.6%
+459.4%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +1.1% | +2.5% | +3.3% |
| 7D | +14.9% | +0.2% | +14.7% | +14.9% |
| 30D | +14.7% | +12.9% | +1.7% | +10.4% |
| 3M | +12.1% | +9.8% | +2.3% | +8.8% |
| 6M | +18.3% | +6.7% | +11.6% | +15.5% |
| YTD | +36.1% | +14.0% | +22.1% | +29.4% |
| 1Y | +35.3% | +7.3% | +28.0% | +31.4% |
| 3Y | +73.5% | +63.8% | +9.7% | +42.2% |
| 5Y | -61.6% | +54.8% | -116.4% | -68.0% |
| 10Y | +638.0% | +185.7% | +452.3% | +427.6% |
| All | +638.0% | +178.6% | +459.4% | +427.6% |
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