+100,756.0%
AMAT vs WEC
+4,360.7%
+96,395.4%
-85.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -2.1% | +6.3% | +4.8% |
| 7D | -14.7% | -0.2% | -14.5% | -14.7% |
| 30D | -36.1% | +12.3% | -48.4% | -38.6% |
| 3M | -36.9% | +8.3% | -45.1% | -38.6% |
| 6M | -22.2% | +3.5% | -25.7% | -23.6% |
| YTD | +29.9% | +12.7% | +17.2% | +23.8% |
| 1Y | +43.3% | +8.2% | +35.1% | +38.2% |
| 3Y | +142.7% | +55.9% | +86.8% | +102.8% |
| 5Y | +126.2% | +51.2% | +75.0% | +88.6% |
| 10Y | +1,211.7% | +177.6% | +1,034.1% | +750.9% |
| All | +100,756.0% | +4,360.7% | +96,395.4% | +27,646.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling