+109.8%
AAPL vs WEC
+30.7%
+79.2%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.8% | +0.6% | -0.1% |
| 7D | -3.0% | +0.4% | -3.4% | -3.0% |
| 30D | +2.3% | +0.9% | +1.4% | +2.1% |
| 3M | +8.6% | -5.3% | +14.0% | +9.7% |
| 6M | +21.6% | -6.6% | +28.1% | +23.0% |
| YTD | +16.3% | +3.3% | +13.0% | +14.8% |
| 1Y | +35.1% | +2.1% | +33.0% | +33.4% |
| 3Y | +79.4% | +39.6% | +39.8% | +61.2% |
| 5Y | +109.8% | +31.2% | +78.7% | +95.2% |
| All | +109.8% | +30.7% | +79.2% | +95.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling