+587.7%
XYZ vs WEC
+182.1%
+405.7%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +0.2% | -4.3% | -4.2% |
| 7D | +9.2% | +3.2% | +6.0% | +8.2% |
| 30D | +9.8% | +14.7% | -4.9% | +5.2% |
| 3M | -0.2% | +10.2% | -10.4% | -3.3% |
| 6M | +18.0% | +4.5% | +13.5% | +16.0% |
| YTD | +29.1% | +15.1% | +14.0% | +22.4% |
| 1Y | +14.1% | +9.4% | +4.7% | +10.0% |
| 3Y | +72.6% | +56.9% | +15.7% | +43.8% |
| 5Y | -64.6% | +54.4% | -119.0% | -70.5% |
| All | +587.7% | +182.1% | +405.7% | +373.9% |
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