+31.0%
AAPL vs WEC
+8.6%
+22.4%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.1% | +0.3% | +0.4% |
| 7D | +4.1% | +1.5% | +2.6% | +4.1% |
| 30D | +4.0% | +10.2% | -6.2% | +4.6% |
| 3M | +16.8% | +7.6% | +9.2% | +17.1% |
| 6M | +19.4% | +6.6% | +12.8% | +19.6% |
| YTD | +31.5% | +14.4% | +17.1% | +35.3% |
| 1Y | +31.0% | +8.8% | +22.1% | +33.0% |
| All | +31.0% | +8.6% | +22.4% | +33.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling