+425.7%
DELL vs WEC
+62.7%
+363.0%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | 0.0% | -0.7% | -0.7% |
| 7D | +17.1% | -0.7% | +17.8% | +16.7% |
| 30D | -35.1% | +11.0% | -46.0% | -31.9% |
| 3M | -23.3% | +8.6% | -31.9% | -20.4% |
| 6M | +55.8% | +6.2% | +49.6% | +60.5% |
| YTD | +198.0% | +14.3% | +183.7% | +217.2% |
| 1Y | +166.6% | +8.4% | +158.2% | +178.0% |
| All | +425.7% | +62.7% | +363.0% | +640.6% |
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 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