+46.0%
ASML vs WEC
+7.4%
+38.6%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.1% | -0.2% | -0.4% |
| 7D | -2.9% | +1.4% | -4.2% | -2.1% |
| 30D | -15.2% | +12.8% | -28.0% | -10.1% |
| 3M | -12.9% | +11.2% | -24.1% | -8.0% |
| 6M | -5.0% | +6.6% | -11.6% | -2.6% |
| YTD | +41.8% | +13.8% | +28.0% | +52.6% |
| 1Y | +46.0% | +7.6% | +38.4% | +50.0% |
| All | +46.0% | +7.4% | +38.6% | +50.0% |
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