+39.3%
ASML vs WEC
+6.8%
+32.5%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | -2.1% | +7.1% | +3.9% |
| 7D | -9.0% | -0.2% | -8.8% | -9.0% |
| 30D | -21.0% | +12.3% | -33.3% | -16.3% |
| 3M | -16.3% | +8.3% | -24.5% | -12.8% |
| 6M | -7.5% | +3.5% | -11.0% | -6.1% |
| YTD | +34.0% | +12.7% | +21.3% | +44.3% |
| 1Y | +39.3% | +8.2% | +31.1% | +45.5% |
| All | +39.3% | +6.8% | +32.5% | +45.5% |
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 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