+3,119.8%
AEM vs WEC
+4,427.3%
-1,307.5%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.1% | -0.1% | 0.0% |
| 7D | -6.8% | +1.5% | -8.3% | -7.2% |
| 30D | +0.8% | +10.2% | -9.4% | -1.6% |
| 3M | -0.8% | +7.6% | -8.4% | -2.8% |
| 6M | -8.5% | +6.6% | -15.1% | -10.3% |
| YTD | +5.9% | +14.4% | -8.5% | +2.1% |
| 1Y | +6.6% | +8.8% | -2.2% | +4.0% |
| 3Y | +302.2% | +63.3% | +238.9% | +254.6% |
| 5Y | +250.8% | +56.0% | +194.8% | +212.6% |
| 10Y | +406.1% | +193.5% | +212.6% | +284.6% |
| All | +3,119.8% | +4,427.3% | -1,307.5% | +2,118.7% |
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