+11,477.5%
AMD vs WEC
+3,978.4%
+7,499.0%
-96.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -0.7% | +5.4% | +4.9% |
| 7D | +2.6% | -0.3% | +2.8% | +2.6% |
| 30D | -0.9% | -1.3% | +0.4% | -0.6% |
| 3M | -8.7% | -3.9% | -4.8% | -8.0% |
| 6M | +136.3% | -8.3% | +144.7% | +141.3% |
| YTD | +123.0% | +3.1% | +119.9% | +118.8% |
| 1Y | +195.2% | +1.9% | +193.2% | +190.3% |
| 3Y | +336.3% | +41.9% | +294.4% | +274.5% |
| 5Y | +334.5% | +30.8% | +303.7% | +278.6% |
| 10Y | +6,259.1% | +141.9% | +6,117.2% | +4,084.0% |
| All | +11,477.5% | +3,978.4% | +7,499.0% | +3,038.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling