+216.5%
AZN vs WEC
+146.6%
+70.0%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | 0.0% | +0.4% | +0.3% |
| 7D | -1.6% | -0.6% | -1.0% | -1.4% |
| 30D | +1.1% | -2.6% | +3.7% | +1.8% |
| 3M | -12.1% | -6.0% | -6.1% | -10.5% |
| 6M | -17.1% | -5.4% | -11.7% | -15.8% |
| YTD | -12.0% | +2.5% | -14.4% | -12.7% |
| 1Y | -0.2% | -0.7% | +0.5% | -0.2% |
| 3Y | +26.8% | +38.7% | -12.0% | +14.3% |
| 5Y | +56.9% | +31.7% | +25.2% | +42.9% |
| All | +216.5% | +146.6% | +70.0% | +153.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling