+301.8%
AMD vs WEC
+53.8%
+248.0%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | -2.1% | +13.1% | +10.1% |
| 7D | -11.0% | -0.2% | -10.9% | -11.0% |
| 30D | -30.5% | +12.3% | -42.8% | -27.1% |
| 3M | -8.2% | +8.3% | -16.5% | -5.0% |
| 6M | +6.6% | +3.5% | +3.1% | +8.7% |
| YTD | +109.7% | +12.7% | +97.0% | +119.0% |
| 1Y | +88.9% | +8.2% | +80.7% | +95.5% |
| 3Y | +301.8% | +55.9% | +246.0% | +358.5% |
| All | +301.8% | +53.8% | +248.0% | +358.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling