+96,674.4%
AMAT vs WEC
+4,455.0%
+92,219.4%
-85.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.6% | +0.2% | -13.8% | -13.6% |
| 7D | -24.3% | +3.2% | -27.5% | -25.1% |
| 30D | -39.8% | +14.7% | -54.5% | -42.5% |
| 3M | -40.2% | +10.2% | -50.4% | -42.2% |
| 6M | -22.1% | +4.5% | -26.6% | -23.7% |
| YTD | +24.7% | +15.1% | +9.6% | +18.1% |
| 1Y | +33.3% | +9.4% | +23.9% | +28.2% |
| 3Y | +133.9% | +56.9% | +76.9% | +95.3% |
| 5Y | +117.1% | +54.4% | +62.6% | +79.9% |
| 10Y | +1,158.7% | +183.5% | +975.2% | +711.6% |
| All | +96,674.4% | +4,455.0% | +92,219.4% | +26,365.5% |
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