+5.9%
AMZN vs WEC
+2.5%
+3.4%
-21.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.8% | -0.9% | -2.0% |
| 7D | -1.0% | +0.4% | -1.4% | -0.9% |
| 30D | -9.2% | +0.9% | -10.1% | -9.0% |
| 3M | +3.4% | -5.3% | +8.7% | +2.2% |
| 6M | +18.2% | -6.6% | +24.8% | +16.6% |
| YTD | +9.3% | +3.3% | +6.1% | +14.0% |
| 1Y | +5.9% | +2.1% | +3.9% | +9.7% |
| All | +5.9% | +2.5% | +3.4% | +9.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling