+203.0%
AMAT vs WEC
+42.1%
+161.0%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| 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% | -15.2% |
| 3M | -9.3% | -3.9% | -5.3% | -10.4% |
| 6M | +27.4% | -8.3% | +35.7% | +24.0% |
| YTD | +77.6% | +3.1% | +74.5% | +80.1% |
| 1Y | +188.9% | +1.9% | +187.0% | +192.1% |
| All | +203.0% | +42.1% | +161.0% | +251.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling