+2,883.5%
GE vs WEC
+3,978.4%
-1,094.9%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.7% | +1.8% | +1.4% |
| 7D | -1.6% | -0.3% | -1.3% | -1.5% |
| 30D | -11.6% | -1.3% | -10.3% | -11.2% |
| 3M | +3.0% | -3.9% | +6.9% | +4.4% |
| 6M | -0.5% | -8.3% | +7.8% | +2.4% |
| YTD | +9.7% | +3.1% | +6.7% | +8.0% |
| 1Y | +20.0% | +1.9% | +18.1% | +18.5% |
| 3Y | +275.8% | +41.9% | +233.9% | +223.2% |
| 5Y | +429.1% | +30.8% | +398.3% | +362.8% |
| 10Y | +151.2% | +141.9% | +9.3% | +63.5% |
| All | +2,883.5% | +3,978.4% | -1,094.9% | +534.5% |
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