+2,662.4%
DELL vs WEC
+197.9%
+2,464.4%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | +0.9% | -8.1% | -7.3% |
| 7D | +4.9% | +2.3% | +2.5% | +4.5% |
| 30D | -32.1% | +11.1% | -43.1% | -33.2% |
| 3M | -30.2% | +8.4% | -38.7% | -31.2% |
| 6M | +41.7% | +7.5% | +34.2% | +39.6% |
| YTD | +176.6% | +15.3% | +161.2% | +168.9% |
| 1Y | +159.9% | +9.7% | +150.2% | +154.9% |
| 3Y | +388.0% | +64.7% | +323.3% | +333.8% |
| 5Y | +578.2% | +57.3% | +520.9% | +505.0% |
| All | +2,662.4% | +197.9% | +2,464.4% | +1,935.6% |
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