+2,938.0%
GE vs WEC
+4,422.3%
-1,484.3%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.4% | +1.0% | +1.3% |
| 7D | +4.0% | -0.5% | +4.6% | +4.2% |
| 30D | +11.1% | +12.0% | -0.9% | +6.4% |
| 3M | -6.7% | +11.1% | -17.8% | -10.4% |
| 6M | +14.3% | +6.0% | +8.3% | +11.5% |
| YTD | +11.7% | +14.3% | -2.5% | +5.8% |
| 1Y | +10.9% | +8.0% | +2.9% | +7.2% |
| 3Y | +279.0% | +62.8% | +216.2% | +209.7% |
| 5Y | +427.0% | +55.3% | +371.7% | +332.1% |
| 10Y | +158.6% | +193.2% | -34.6% | +56.1% |
| All | +2,938.0% | +4,422.3% | -1,484.3% | +521.2% |
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