+159.9%
DELL vs WEC
+9.5%
+150.4%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | +0.9% | -8.1% | -6.7% |
| 7D | +4.9% | +2.3% | +2.5% | +6.1% |
| 30D | -32.1% | +11.1% | -43.1% | -29.0% |
| 3M | -30.2% | +8.4% | -38.7% | -27.8% |
| 6M | +41.7% | +7.5% | +34.2% | +45.5% |
| YTD | +176.6% | +15.3% | +161.2% | +194.4% |
| 1Y | +159.9% | +9.7% | +150.2% | +169.9% |
| All | +159.9% | +9.5% | +150.4% | +169.9% |
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