+8,017.8%
AMD vs WEC
+143.0%
+7,874.8%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +1.1% | +4.8% | +5.7% |
| 7D | +10.0% | +0.8% | +9.2% | +9.9% |
| 30D | +4.6% | +0.3% | +4.3% | +4.6% |
| 3M | +3.1% | -2.9% | +6.1% | +3.4% |
| 6M | +162.8% | -5.9% | +168.7% | +164.5% |
| YTD | +136.2% | +4.1% | +132.0% | +132.9% |
| 1Y | +234.0% | +3.1% | +230.9% | +229.9% |
| 3Y | +376.7% | +40.8% | +335.9% | +333.4% |
| 5Y | +376.3% | +31.7% | +344.6% | +338.0% |
| 10Y | +8,017.8% | +141.1% | +7,876.7% | +7,200.7% |
| All | +8,017.8% | +143.0% | +7,874.8% | +7,200.7% |
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