+1,323.9%
ASML vs WEC
+182.1%
+1,141.9%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | +0.2% | -9.5% | -9.4% |
| 7D | -19.0% | +3.2% | -22.3% | -19.3% |
| 30D | -25.9% | +14.7% | -40.6% | -27.1% |
| 3M | -19.1% | +10.2% | -29.3% | -20.0% |
| 6M | -5.7% | +4.5% | -10.2% | -6.4% |
| YTD | +27.6% | +15.1% | +12.5% | +25.0% |
| 1Y | +30.8% | +9.4% | +21.4% | +29.0% |
| 3Y | +116.2% | +56.9% | +59.3% | +98.5% |
| 5Y | +67.7% | +54.4% | +13.2% | +54.7% |
| All | +1,323.9% | +182.1% | +1,141.9% | +1,113.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling