+93.9%
ILMN vs WEC
+9.7%
+84.2%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +2.3% | -7.2% | -4.2% |
| 7D | -21.6% | +6.9% | -28.4% | -20.4% |
| 30D | -22.9% | +16.6% | -39.5% | -21.1% |
| 3M | +11.6% | +9.1% | +2.5% | +14.2% |
| 6M | +62.5% | +3.2% | +59.4% | +68.6% |
| YTD | +72.7% | +14.9% | +57.8% | +73.9% |
| 1Y | +93.9% | +9.2% | +84.7% | +104.3% |
| All | +93.9% | +9.7% | +84.2% | +104.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling