+88.7%
AMZN vs WEC
+62.9%
+25.8%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.1% | +1.6% | +1.4% |
| 7D | +8.0% | +1.4% | +6.7% | +8.4% |
| 30D | +3.2% | +12.8% | -9.6% | +6.7% |
| 3M | -2.6% | +11.2% | -13.8% | +0.4% |
| 6M | -0.7% | +6.6% | -7.3% | +1.4% |
| YTD | +17.4% | +13.8% | +3.5% | +22.4% |
| 1Y | +9.0% | +7.6% | +1.4% | +12.0% |
| 3Y | +88.7% | +62.2% | +26.5% | +111.7% |
| All | +88.7% | +62.9% | +25.8% | +111.7% |
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 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