+4,581.7%
AZN vs WEC
+2,549.2%
+2,032.5%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.8% | -1.1% | -1.6% |
| 7D | -2.9% | +0.4% | -3.3% | -3.0% |
| 30D | -3.1% | +0.9% | -4.0% | -3.4% |
| 3M | -14.4% | -5.3% | -9.1% | -12.9% |
| 6M | -19.5% | -6.6% | -12.9% | -17.7% |
| YTD | -13.8% | +3.3% | -17.0% | -14.8% |
| 1Y | -2.4% | +2.1% | -4.4% | -3.3% |
| 3Y | +21.3% | +39.6% | -18.3% | +7.3% |
| 5Y | +53.6% | +31.2% | +22.5% | +37.6% |
| 10Y | +220.1% | +148.4% | +71.7% | +120.3% |
| All | +4,581.7% | +2,549.2% | +2,032.5% | +1,457.2% |
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