+8,164.6%
AMD vs WEC
+190.8%
+7,973.8%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.4% | +6.9% | +7.3% |
| 7D | +13.1% | -0.5% | +13.7% | +13.2% |
| 30D | -7.0% | +12.0% | -18.9% | -8.6% |
| 3M | +16.6% | +11.1% | +5.5% | +14.7% |
| 6M | +20.5% | +6.0% | +14.5% | +19.1% |
| YTD | +158.2% | +14.3% | +143.9% | +151.2% |
| 1Y | +132.8% | +8.0% | +124.8% | +128.7% |
| 3Y | +366.2% | +62.8% | +303.4% | +314.8% |
| 5Y | +278.7% | +55.3% | +223.4% | +239.3% |
| 10Y | +8,164.6% | +193.2% | +7,971.4% | +8,451.6% |
| All | +8,164.6% | +190.8% | +7,973.8% | +8,451.6% |
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