+32.6%
ASML vs WEC
+9.0%
+23.6%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | +0.2% | -9.5% | -9.2% |
| 7D | -19.0% | +3.2% | -22.3% | -17.6% |
| 30D | -25.9% | +14.7% | -40.6% | -20.7% |
| 3M | -19.1% | +10.2% | -29.3% | -14.8% |
| 6M | -5.7% | +4.5% | -10.2% | -3.6% |
| YTD | +27.6% | +15.1% | +12.5% | +39.0% |
| All | +32.6% | +9.0% | +23.6% | +40.1% |
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