+13,507.3%
GOOGL vs WEC
+1,204.0%
+12,303.3%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.7% | -0.4% | -0.9% |
| 7D | -2.3% | -0.3% | -2.0% | -2.2% |
| 30D | -6.6% | -1.3% | -5.3% | -6.2% |
| 3M | -8.9% | -3.9% | -5.0% | -8.0% |
| 6M | +11.9% | -8.3% | +20.2% | +14.8% |
| YTD | +8.3% | +3.1% | +5.3% | +6.5% |
| 1Y | +46.2% | +1.9% | +44.3% | +44.0% |
| 3Y | +151.9% | +41.9% | +110.0% | +114.2% |
| 5Y | +137.7% | +30.8% | +106.9% | +106.0% |
| 10Y | +757.6% | +141.9% | +615.6% | +427.8% |
| All | +13,507.3% | +1,204.0% | +12,303.3% | +3,530.1% |
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