+678.3%
DELL vs WEC
+40.3%
+638.0%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.8% | +1.1% | 0.0% |
| 7D | +8.7% | +0.4% | +8.3% | +8.9% |
| 30D | +16.9% | +0.9% | +16.0% | +17.3% |
| 3M | +40.4% | -5.3% | +45.8% | +37.7% |
| 6M | +267.1% | -6.6% | +273.6% | +260.3% |
| YTD | +329.1% | +3.3% | +325.8% | +335.3% |
| 1Y | +346.9% | +2.1% | +344.9% | +352.5% |
| All | +678.3% | +40.3% | +638.0% | +846.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling