+1,587.5%
AMAT vs WEC
+141.2%
+1,446.2%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -0.7% | +5.0% | +4.5% |
| 7D | -1.5% | -0.3% | -1.2% | -1.5% |
| 30D | -14.8% | -1.3% | -13.5% | -14.6% |
| 3M | -9.3% | -3.9% | -5.3% | -8.8% |
| 6M | +27.4% | -8.3% | +35.7% | +29.2% |
| YTD | +77.6% | +3.1% | +74.5% | +75.3% |
| 1Y | +188.9% | +1.9% | +187.0% | +185.2% |
| 3Y | +202.3% | +41.9% | +160.4% | +168.2% |
| 5Y | +248.9% | +30.8% | +218.1% | +214.7% |
| All | +1,587.5% | +141.2% | +1,446.2% | +1,227.2% |
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