+77,094.7%
ASML vs WEC
+2,673.9%
+74,420.8%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | +0.2% | -9.5% | -9.4% |
| 7D | -19.0% | +3.2% | -22.3% | -19.9% |
| 30D | -25.9% | +14.7% | -40.6% | -29.2% |
| 3M | -19.1% | +10.2% | -29.3% | -21.7% |
| 6M | -5.7% | +4.5% | -10.2% | -7.7% |
| YTD | +27.6% | +15.1% | +12.5% | +20.9% |
| 1Y | +30.8% | +9.4% | +21.4% | +25.8% |
| 3Y | +116.2% | +56.9% | +59.3% | +79.9% |
| 5Y | +67.7% | +54.4% | +13.2% | +39.0% |
| 10Y | +1,355.3% | +183.5% | +1,171.8% | +786.2% |
| All | +77,094.7% | +2,673.9% | +74,420.8% | +25,295.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling