+667.7%
GOOGL vs WEC
+190.8%
+476.9%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.4% | +1.7% | +2.0% |
| 7D | +1.6% | -0.5% | +2.1% | +1.7% |
| 30D | -16.8% | +12.0% | -28.8% | -18.8% |
| 3M | -14.6% | +11.1% | -25.7% | -16.6% |
| 6M | -24.4% | +6.0% | -30.4% | -25.6% |
| YTD | -6.1% | +14.3% | -20.3% | -9.2% |
| 1Y | +1.0% | +8.0% | -7.0% | -1.1% |
| 3Y | +123.4% | +62.8% | +60.6% | +94.3% |
| 5Y | +103.2% | +55.3% | +47.9% | +78.0% |
| 10Y | +667.7% | +193.2% | +474.6% | +479.6% |
| All | +667.7% | +190.8% | +476.9% | +479.6% |
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