+950.6%
BSX vs WEC
+2,767.0%
-1,816.3%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | +1.1% | -7.0% | -6.3% |
| 7D | -6.4% | +0.8% | -7.3% | -6.8% |
| 30D | -8.8% | +0.3% | -9.1% | -9.1% |
| 3M | -7.6% | -2.9% | -4.7% | -6.7% |
| 6M | -37.0% | -5.9% | -31.0% | -35.5% |
| YTD | -52.8% | +4.1% | -57.0% | -53.9% |
| 1Y | -58.4% | +3.1% | -61.5% | -59.2% |
| 3Y | -16.5% | +40.8% | -57.3% | -29.4% |
| 5Y | -1.2% | +31.7% | -32.9% | -15.1% |
| 10Y | +83.7% | +141.1% | -57.4% | +15.9% |
| All | +950.6% | +2,767.0% | -1,816.3% | +167.5% |
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