+8,520.0%
AMD vs WEC
+195.2%
+8,324.8%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | 0.0% | +5.9% | +5.9% |
| 7D | +44.7% | -0.7% | +45.4% | +44.8% |
| 30D | -3.3% | +11.0% | -14.3% | -4.9% |
| 3M | +21.2% | +8.6% | +12.6% | +19.6% |
| 6M | +30.6% | +6.2% | +24.4% | +29.0% |
| YTD | +173.3% | +14.3% | +159.0% | +165.9% |
| 1Y | +126.1% | +8.4% | +117.7% | +122.0% |
| 3Y | +393.5% | +62.9% | +330.7% | +339.1% |
| 5Y | +295.8% | +55.8% | +239.9% | +254.3% |
| All | +8,520.0% | +195.2% | +8,324.8% | +8,840.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling