+1,361.6%
AAPL vs WEC
+195.2%
+1,166.4%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | -0.1% | -0.1% |
| 7D | +3.2% | -0.7% | +3.9% | +3.4% |
| 30D | +4.1% | +11.0% | -6.9% | +0.8% |
| 3M | +17.5% | +8.6% | +8.9% | +14.5% |
| 6M | +20.6% | +6.2% | +14.4% | +18.1% |
| YTD | +31.0% | +14.3% | +16.7% | +24.9% |
| 1Y | +30.2% | +8.4% | +21.8% | +26.3% |
| 3Y | +92.9% | +62.9% | +30.0% | +60.6% |
| 5Y | +142.4% | +55.8% | +86.6% | +103.6% |
| All | +1,361.6% | +195.2% | +1,166.4% | +1,083.5% |
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