+1,278.0%
AAPL vs WEC
+146.6%
+1,131.4%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | 0.0% | +1.8% | +1.8% |
| 7D | +3.8% | -0.6% | +4.4% | +4.0% |
| 30D | +9.9% | -2.6% | +12.6% | +10.8% |
| 3M | +12.5% | -6.0% | +18.5% | +14.5% |
| 6M | +27.6% | -5.4% | +33.0% | +29.3% |
| YTD | +22.6% | +2.5% | +20.1% | +20.9% |
| 1Y | +45.0% | -0.7% | +45.7% | +44.2% |
| 3Y | +87.8% | +38.7% | +49.0% | +64.7% |
| 5Y | +128.7% | +31.7% | +97.0% | +103.0% |
| All | +1,278.0% | +146.6% | +1,131.4% | +1,041.7% |
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