+230.2%
ABT vs WEC
+195.2%
+35.0%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | 0.0% | -1.9% | -1.9% |
| 7D | -5.6% | -0.7% | -4.9% | -5.3% |
| 30D | +5.2% | +11.0% | -5.8% | +0.3% |
| 3M | -2.7% | +8.6% | -11.3% | -6.4% |
| 6M | +28.8% | +6.2% | +22.7% | +25.1% |
| YTD | -12.3% | +14.3% | -26.6% | -17.9% |
| 1Y | -14.7% | +8.4% | -23.0% | -18.1% |
| 3Y | +21.6% | +62.9% | -41.3% | -4.2% |
| 5Y | -7.8% | +55.8% | -63.6% | -26.6% |
| All | +230.2% | +195.2% | +35.0% | +126.6% |
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