+319.1%
DELL vs WEC
+1.8%
+317.3%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.7% | +2.2% | +1.3% |
| 7D | +14.9% | -0.3% | +15.1% | +14.8% |
| 30D | +13.3% | -1.3% | +14.6% | +12.8% |
| 3M | +24.4% | -3.9% | +28.3% | +22.1% |
| 6M | +258.0% | -8.3% | +266.3% | +253.4% |
| YTD | +320.2% | +3.1% | +317.1% | +324.9% |
| 1Y | +319.1% | +1.9% | +317.1% | +325.8% |
| All | +319.1% | +1.8% | +317.3% | +325.8% |
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