+142.4%
GILD vs WEC
+30.6%
+111.8%
-26.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | 0.0% | -0.7% | -0.7% |
| 7D | -4.8% | -0.6% | -4.2% | -4.6% |
| 30D | +5.8% | -2.6% | +8.4% | +6.7% |
| 3M | +14.9% | -6.0% | +21.0% | +17.5% |
| 6M | -0.4% | -5.4% | +5.1% | +1.6% |
| YTD | +18.5% | +2.5% | +16.1% | +17.3% |
| 1Y | +25.1% | -0.7% | +25.8% | +25.1% |
| 3Y | +105.9% | +38.7% | +67.2% | +79.8% |
| All | +142.4% | +30.6% | +111.8% | +112.2% |
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 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