+188.9%
AMAT vs WEC
+1.8%
+187.2%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -0.7% | +5.0% | +4.0% |
| 7D | -1.5% | -0.3% | -1.2% | -1.6% |
| 30D | -14.8% | -1.3% | -13.5% | -15.3% |
| 3M | -9.3% | -3.9% | -5.3% | -11.0% |
| 6M | +27.4% | -8.3% | +35.7% | +23.1% |
| YTD | +77.6% | +3.1% | +74.5% | +83.5% |
| 1Y | +188.9% | +1.9% | +187.0% | +204.8% |
| All | +188.9% | +1.8% | +187.2% | +204.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling