+3,922.7%
DELL vs WEC
+146.6%
+3,776.1%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -0.8% | -4.6% | -5.2% |
| 7D | -1.9% | -1.3% | -0.6% | -1.7% |
| 30D | +14.9% | -0.4% | +15.3% | +15.0% |
| 3M | +37.2% | -6.8% | +44.0% | +38.6% |
| 6M | +254.0% | -6.4% | +260.4% | +256.6% |
| YTD | +306.1% | +2.5% | +303.7% | +302.7% |
| 1Y | +312.3% | -0.4% | +312.7% | +310.4% |
| 3Y | +654.0% | +38.5% | +615.5% | +593.8% |
| 5Y | +1,055.3% | +31.7% | +1,023.6% | +968.6% |
| All | +3,922.7% | +146.6% | +3,776.1% | +2,957.0% |
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