+312.3%
DELL vs WEC
+0.7%
+311.6%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -0.8% | -4.6% | -5.6% |
| 7D | -1.9% | -1.3% | -0.6% | -2.3% |
| 30D | +14.9% | -0.4% | +15.3% | +14.9% |
| 3M | +37.2% | -6.8% | +44.0% | +32.9% |
| 6M | +254.0% | -6.4% | +260.4% | +247.6% |
| YTD | +306.1% | +2.5% | +303.7% | +312.4% |
| 1Y | +312.3% | -0.4% | +312.7% | +330.2% |
| All | +312.3% | +0.7% | +311.6% | +330.2% |
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