+132.5%
GOOGL vs WEC
+30.7%
+101.9%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.8% | -1.4% | -2.2% |
| 7D | -1.9% | +0.4% | -2.3% | -1.9% |
| 30D | -7.5% | +0.9% | -8.4% | -7.5% |
| 3M | -9.2% | -5.3% | -3.8% | -8.9% |
| 6M | +8.1% | -6.6% | +14.6% | +8.6% |
| YTD | +5.8% | +3.3% | +2.6% | +5.2% |
| 1Y | +38.3% | +2.1% | +36.3% | +37.6% |
| 3Y | +144.8% | +39.6% | +105.2% | +128.7% |
| 5Y | +132.5% | +31.2% | +101.4% | +120.6% |
| All | +132.5% | +30.7% | +101.9% | +120.6% |
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 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