+69.2%
ILMN vs WEC
-7.1%
+76.3%
-10.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.7% | -0.8% | -1.6% |
| 7D | +1.2% | -0.3% | +1.5% | +1.2% |
| 30D | +9.2% | -1.3% | +10.5% | +8.6% |
| 3M | +29.8% | -3.9% | +33.8% | +30.4% |
| 6M | +69.2% | -8.3% | +77.5% | +70.3% |
| All | +69.2% | -7.1% | +76.3% | +70.3% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling