+37.5%
AMAT vs WEC
+9.0%
+28.4%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.6% | +0.2% | -13.8% | -13.5% |
| 7D | -24.3% | +3.2% | -27.5% | -22.7% |
| 30D | -39.8% | +14.7% | -54.5% | -35.0% |
| 3M | -40.2% | +10.2% | -50.4% | -36.6% |
| 6M | -22.1% | +4.5% | -26.6% | -19.3% |
| YTD | +24.7% | +15.1% | +9.6% | +37.7% |
| All | +37.5% | +9.0% | +28.4% | +47.8% |
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