+32,991.5%
GILD vs WEC
+3,026.7%
+29,964.8%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +17.3% |
| 6M | -0.4% | -5.4% | +5.1% | +1.4% |
| YTD | +18.5% | +2.5% | +16.1% | +17.3% |
| 1Y | +25.1% | -0.7% | +25.8% | +25.0% |
| 3Y | +105.9% | +38.7% | +67.2% | +82.3% |
| 5Y | +143.0% | +31.7% | +111.3% | +117.2% |
| 10Y | +162.4% | +146.5% | +15.9% | +81.9% |
| All | +32,991.5% | +3,026.7% | +29,964.8% | +8,494.9% |
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