+337.5%
AMD vs WEC
+31.0%
+306.6%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -0.7% | +5.4% | +4.7% |
| 7D | +2.6% | -0.3% | +2.8% | +2.6% |
| 30D | -0.9% | -1.3% | +0.4% | -1.0% |
| 3M | -8.7% | -3.9% | -4.8% | -9.0% |
| 6M | +136.3% | -8.3% | +144.7% | +135.8% |
| YTD | +123.0% | +3.1% | +119.9% | +121.7% |
| 1Y | +195.2% | +1.9% | +193.2% | +193.8% |
| 3Y | +336.3% | +41.9% | +294.4% | +318.5% |
| All | +337.5% | +31.0% | +306.6% | +339.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling