+7,765.4%
AMD vs WEC
+197.9%
+7,567.4%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +0.9% | -9.7% | -8.9% |
| 7D | +18.9% | +2.3% | +16.6% | +18.6% |
| 30D | -6.4% | +11.1% | -17.5% | -7.9% |
| 3M | +10.6% | +8.4% | +2.1% | +9.2% |
| 6M | +19.9% | +7.5% | +12.4% | +18.2% |
| YTD | +149.4% | +15.3% | +134.0% | +142.3% |
| 1Y | +115.4% | +9.7% | +105.6% | +111.1% |
| 3Y | +357.3% | +64.7% | +292.6% | +306.1% |
| 5Y | +261.1% | +57.3% | +203.9% | +222.8% |
| All | +7,765.4% | +197.9% | +7,567.4% | +8,047.5% |
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