+86.4%
ASML vs WEC
+55.5%
+30.9%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +1.1% | +5.1% | +6.2% |
| 7D | -0.8% | +0.2% | -1.1% | -0.8% |
| 30D | -14.9% | +12.9% | -27.8% | -14.8% |
| 3M | -13.0% | +9.8% | -22.8% | -12.9% |
| 6M | -4.7% | +6.7% | -11.4% | -4.8% |
| YTD | +42.3% | +14.0% | +28.3% | +41.5% |
| 1Y | +49.7% | +7.3% | +42.4% | +49.5% |
| 3Y | +144.3% | +63.8% | +80.5% | +123.0% |
| 5Y | +86.4% | +54.8% | +31.6% | +83.4% |
| All | +86.4% | +55.5% | +30.9% | +83.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling