+143.3%
DELL vs WEC
+9.7%
+133.7%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +2.3% | -11.2% | -7.7% |
| 7D | -24.6% | +6.9% | -31.5% | -22.3% |
| 30D | -32.5% | +16.6% | -49.1% | -29.0% |
| 3M | -20.2% | +9.1% | -29.3% | -17.6% |
| 6M | +76.5% | +3.2% | +73.3% | +81.6% |
| YTD | +198.9% | +14.9% | +184.0% | +214.7% |
| 1Y | +143.3% | +9.2% | +134.1% | +157.2% |
| All | +143.3% | +9.7% | +133.7% | +157.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling