+4,619.0%
ADSK vs WEC
+4,021.5%
+597.5%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +1.1% | -3.7% | -3.0% |
| 7D | -14.3% | +0.8% | -15.1% | -14.6% |
| 30D | -14.8% | +0.3% | -15.1% | -15.0% |
| 3M | -5.7% | -2.9% | -2.8% | -4.9% |
| 6M | -18.7% | -5.9% | -12.8% | -17.4% |
| YTD | -28.3% | +4.1% | -32.5% | -29.9% |
| 1Y | -35.1% | +3.1% | -38.2% | -36.3% |
| 3Y | -3.2% | +40.8% | -44.0% | -16.6% |
| 5Y | -26.7% | +31.7% | -58.4% | -35.9% |
| 10Y | +208.4% | +141.1% | +67.3% | +103.8% |
| All | +4,619.0% | +4,021.5% | +597.5% | +833.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling