+599.5%
XYZ vs WEC
+176.2%
+423.3%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -2.1% | +3.8% | +2.4% |
| 7D | +12.1% | -0.2% | +12.3% | +12.3% |
| 30D | +12.4% | +12.3% | +0.1% | +8.4% |
| 3M | +8.2% | +8.3% | -0.1% | +5.4% |
| 6M | +20.7% | +3.5% | +17.2% | +19.0% |
| YTD | +31.3% | +12.7% | +18.6% | +25.3% |
| 1Y | +20.5% | +8.2% | +12.3% | +16.5% |
| 3Y | +72.6% | +55.9% | +16.7% | +43.9% |
| 5Y | -64.0% | +51.2% | -115.2% | -69.8% |
| All | +599.5% | +176.2% | +423.3% | +385.1% |
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