+97,349.8%
ASML vs WEC
+2,383.6%
+94,966.1%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -0.7% | +4.9% | +4.4% |
| 7D | +1.1% | -0.3% | +1.4% | +1.2% |
| 30D | +2.2% | -1.3% | +3.5% | +2.5% |
| 3M | -2.3% | -3.9% | +1.6% | -1.5% |
| 6M | +23.0% | -8.3% | +31.3% | +25.7% |
| YTD | +61.1% | +3.1% | +58.0% | +58.3% |
| 1Y | +129.1% | +1.9% | +127.2% | +125.4% |
| 3Y | +165.4% | +41.9% | +123.4% | +127.9% |
| 5Y | +109.5% | +30.8% | +78.7% | +83.7% |
| 10Y | +1,645.7% | +141.9% | +1,503.8% | +1,024.9% |
| All | +97,349.8% | +2,383.6% | +94,966.1% | +33,169.1% |
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 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