+1,106.2%
DELL vs WEC
+30.7%
+1,075.5%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.8% | +1.1% | +0.2% |
| 7D | +8.7% | +0.4% | +8.3% | +8.8% |
| 30D | +16.9% | +0.9% | +16.0% | +17.0% |
| 3M | +40.4% | -5.3% | +45.8% | +39.9% |
| 6M | +267.1% | -6.6% | +273.6% | +266.2% |
| YTD | +329.1% | +3.3% | +325.8% | +328.6% |
| 1Y | +346.9% | +2.1% | +344.9% | +346.2% |
| 3Y | +696.6% | +39.6% | +657.1% | +690.5% |
| 5Y | +1,106.2% | +31.2% | +1,075.0% | +1,066.0% |
| All | +1,106.2% | +30.7% | +1,075.5% | +1,066.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling