+9,703.6%
AMD vs WEC
+4,455.0%
+5,248.6%
-96.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -17.3% | +0.2% | -17.4% | -17.3% |
| 7D | -28.6% | +3.2% | -31.8% | -29.4% |
| 30D | -37.7% | +14.7% | -52.4% | -40.6% |
| 3M | -16.1% | +10.2% | -26.4% | -19.0% |
| 6M | +13.8% | +4.5% | +9.4% | +11.2% |
| YTD | +88.8% | +15.1% | +73.7% | +78.2% |
| 1Y | +57.8% | +9.4% | +48.4% | +51.3% |
| 3Y | +260.3% | +56.9% | +203.4% | +199.0% |
| 5Y | +196.6% | +54.4% | +142.2% | +143.9% |
| 10Y | +6,064.6% | +183.5% | +5,881.1% | +3,726.3% |
| All | +9,703.6% | +4,455.0% | +5,248.6% | +2,456.6% |
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