+3,594.0%
AEM vs WEC
+3,978.4%
-384.4%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.7% | -0.4% | -1.0% |
| 7D | -0.5% | -0.3% | -0.3% | -0.4% |
| 30D | +24.0% | -1.3% | +25.3% | +24.3% |
| 3M | +16.1% | -3.9% | +20.0% | +16.9% |
| 6M | -11.6% | -8.3% | -3.3% | -10.0% |
| YTD | +21.5% | +3.1% | +18.5% | +20.3% |
| 1Y | +39.2% | +1.9% | +37.2% | +38.0% |
| 3Y | +347.4% | +41.9% | +305.5% | +308.5% |
| 5Y | +290.1% | +30.8% | +259.4% | +262.6% |
| 10Y | +357.8% | +141.9% | +215.9% | +264.2% |
| All | +3,594.0% | +3,978.4% | -384.4% | +2,513.8% |
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