+91.7%
AXP vs WEC
+55.5%
+36.3%
-31.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.1% | -0.1% | +0.8% |
| 7D | -1.1% | +0.2% | -1.3% | -1.2% |
| 30D | +5.2% | +12.9% | -7.7% | +2.3% |
| 3M | -4.6% | +9.8% | -14.4% | -6.7% |
| 6M | +3.2% | +6.7% | -3.5% | +1.4% |
| YTD | -11.3% | +14.0% | -25.3% | -14.7% |
| 1Y | -11.0% | +7.3% | -18.4% | -12.9% |
| 3Y | +120.2% | +63.8% | +56.4% | +88.3% |
| 5Y | +91.7% | +54.8% | +37.0% | +60.0% |
| All | +91.7% | +55.5% | +36.3% | +60.0% |
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 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