+47.5%
ASML vs WEC
+9.5%
+38.0%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.9% | -1.1% | +0.4% |
| 7D | +4.9% | +2.3% | +2.6% | +6.2% |
| 30D | -9.3% | +11.1% | -20.3% | -4.3% |
| 3M | -19.0% | +8.4% | -27.4% | -15.4% |
| 6M | -5.2% | +7.5% | -12.7% | -2.2% |
| YTD | +40.6% | +15.3% | +25.3% | +52.6% |
| 1Y | +47.5% | +9.7% | +37.8% | +52.1% |
| All | +47.5% | +9.5% | +38.0% | +52.1% |
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