+2,765.1%
GE vs WEC
+4,360.7%
-1,595.6%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -2.1% | +4.8% | +3.5% |
| 7D | +7.1% | -0.2% | +7.3% | +7.1% |
| 30D | +6.5% | +12.3% | -5.8% | +1.9% |
| 3M | -13.6% | +8.3% | -21.8% | -16.2% |
| 6M | +6.0% | +3.5% | +2.5% | +4.3% |
| YTD | +5.4% | +12.7% | -7.3% | +0.2% |
| 1Y | +6.5% | +8.2% | -1.7% | +2.8% |
| 3Y | +268.6% | +55.9% | +212.7% | +206.2% |
| 5Y | +389.0% | +51.2% | +337.8% | +304.9% |
| 10Y | +163.3% | +177.6% | -14.3% | +62.4% |
| All | +2,765.1% | +4,360.7% | -1,595.6% | +488.7% |
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