+11,908.8%
GOOGL vs WEC
+1,346.0%
+10,562.8%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | 0.0% | +1.8% | +1.8% |
| 7D | +5.7% | -0.7% | +6.4% | +6.0% |
| 30D | -15.6% | +11.0% | -26.5% | -18.8% |
| 3M | -13.0% | +8.6% | -21.6% | -15.8% |
| 6M | -22.8% | +6.2% | -29.0% | -24.9% |
| YTD | -4.4% | +14.3% | -18.7% | -9.6% |
| 1Y | +4.5% | +8.4% | -3.9% | +0.6% |
| 3Y | +127.4% | +62.9% | +64.6% | +83.8% |
| 5Y | +102.8% | +55.8% | +47.0% | +64.4% |
| 10Y | +681.5% | +193.2% | +488.3% | +343.0% |
| All | +11,908.8% | +1,346.0% | +10,562.8% | +2,980.8% |
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