+3.6%
GOOG vs WEC
+9.7%
-6.1%
-30.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +2.3% | +0.9% | +4.0% |
| 7D | -10.7% | +6.9% | -17.6% | -8.5% |
| 30D | -16.4% | +16.6% | -33.0% | -13.2% |
| 3M | -23.4% | +9.1% | -32.5% | -21.2% |
| 6M | -24.2% | +3.2% | -27.4% | -22.5% |
| YTD | -8.3% | +14.9% | -23.2% | -3.7% |
| 1Y | +3.6% | +9.2% | -5.6% | +8.9% |
| All | +3.6% | +9.7% | -6.1% | +8.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling