+45.8%
AMZN vs WEC
+34.9%
+10.9%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.1% | -1.7% | -0.6% |
| 7D | +0.8% | +0.8% | 0.0% | +0.8% |
| 30D | -6.4% | +0.3% | -6.7% | -6.4% |
| 3M | +4.8% | -2.9% | +7.7% | +4.9% |
| 6M | +20.5% | -5.9% | +26.4% | +20.9% |
| YTD | +11.3% | +4.1% | +7.2% | +10.8% |
| 1Y | +9.0% | +3.1% | +5.8% | +8.4% |
| 3Y | +85.9% | +40.8% | +45.1% | +73.7% |
| 5Y | +45.8% | +31.7% | +14.1% | +38.5% |
| All | +45.8% | +34.9% | +10.9% | +38.5% |
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