+79.9%
AAPL vs WEC
+42.2%
+37.7%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.1% | -2.2% | -1.2% |
| 7D | -2.7% | +0.8% | -3.6% | -2.8% |
| 30D | +1.0% | +0.3% | +0.7% | +1.0% |
| 3M | +5.0% | -2.9% | +7.9% | +5.0% |
| 6M | +23.0% | -5.9% | +29.0% | +23.1% |
| YTD | +16.6% | +4.1% | +12.5% | +16.2% |
| 1Y | +33.4% | +3.1% | +30.3% | +32.8% |
| 3Y | +79.9% | +40.8% | +39.1% | +78.2% |
| All | +79.9% | +42.2% | +37.7% | +78.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling