+740.7%
GOOGL vs WEC
+146.6%
+594.1%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.8% | +1.3% | +0.7% |
| 7D | -2.8% | -1.3% | -1.6% | -2.6% |
| 30D | -3.2% | -0.4% | -2.8% | -3.1% |
| 3M | -6.6% | -6.8% | +0.2% | -5.4% |
| 6M | +8.5% | -6.4% | +14.9% | +9.7% |
| YTD | +6.5% | +2.5% | +4.0% | +5.4% |
| 1Y | +39.4% | -0.4% | +39.8% | +38.8% |
| 3Y | +146.2% | +38.5% | +107.7% | +122.4% |
| 5Y | +138.3% | +31.7% | +106.7% | +117.0% |
| All | +740.7% | +146.6% | +594.1% | +563.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling