+4,681.2%
DELL vs WEC
+143.4%
+4,537.8%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.7% | +2.2% | +1.6% |
| 7D | +14.9% | -0.3% | +15.1% | +14.9% |
| 30D | +13.3% | -1.3% | +14.6% | +13.5% |
| 3M | +24.4% | -3.9% | +28.3% | +24.9% |
| 6M | +258.0% | -8.3% | +266.3% | +262.1% |
| YTD | +320.2% | +3.1% | +317.1% | +316.2% |
| 1Y | +319.1% | +1.9% | +317.1% | +315.4% |
| 3Y | +706.5% | +41.9% | +664.6% | +637.0% |
| 5Y | +1,071.9% | +30.8% | +1,041.1% | +985.9% |
| 10Y | +4,683.5% | +141.9% | +4,541.5% | +3,546.8% |
| All | +4,681.2% | +143.4% | +4,537.8% | +3,551.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling