+261.9%
AMD vs WEC
+57.1%
+204.8%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -17.3% | +0.2% | -17.4% | -17.2% |
| 7D | -28.6% | +3.2% | -31.8% | -27.6% |
| 30D | -37.7% | +14.7% | -52.4% | -34.2% |
| 3M | -16.1% | +10.2% | -26.4% | -12.6% |
| 6M | +13.8% | +4.5% | +9.4% | +16.8% |
| YTD | +88.8% | +15.1% | +73.7% | +98.8% |
| 1Y | +57.8% | +9.4% | +48.4% | +64.2% |
| All | +261.9% | +57.1% | +204.8% | +316.2% |
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