+137,736.4%
AMAT vs WEC
+3,978.4%
+133,758.0%
-85.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -0.7% | +5.0% | +4.5% |
| 7D | -1.5% | -0.3% | -1.2% | -1.4% |
| 30D | -14.8% | -1.3% | -13.5% | -14.5% |
| 3M | -9.3% | -3.9% | -5.3% | -8.5% |
| 6M | +27.4% | -8.3% | +35.7% | +30.1% |
| YTD | +77.6% | +3.1% | +74.5% | +74.6% |
| 1Y | +188.9% | +1.9% | +187.0% | +184.3% |
| 3Y | +202.3% | +41.9% | +160.4% | +160.6% |
| 5Y | +248.9% | +30.8% | +218.1% | +205.6% |
| 10Y | +1,585.2% | +141.9% | +1,443.3% | +1,046.9% |
| All | +137,736.4% | +3,978.4% | +133,758.0% | +39,026.3% |
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