+1,315.3%
AMAT vs WEC
+178.6%
+1,136.6%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.4% | +1.1% | +10.3% | +11.2% |
| 7D | -1.1% | +0.2% | -1.3% | -1.1% |
| 30D | -26.9% | +12.9% | -39.8% | -28.7% |
| 3M | -31.2% | +9.8% | -41.0% | -32.6% |
| 6M | -14.7% | +6.7% | -21.4% | -16.2% |
| YTD | +44.7% | +14.0% | +30.7% | +39.9% |
| 1Y | +62.0% | +7.3% | +54.6% | +58.6% |
| 3Y | +165.0% | +63.8% | +101.2% | +127.6% |
| 5Y | +147.1% | +54.8% | +92.3% | +113.7% |
| 10Y | +1,315.3% | +185.7% | +1,129.6% | +1,007.2% |
| All | +1,315.3% | +178.6% | +1,136.6% | +1,007.2% |
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