+243.2%
INTC vs WEC
+146.6%
+96.6%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -0.8% | -4.8% | -5.3% |
| 7D | +9.4% | -1.3% | +10.7% | +9.9% |
| 30D | +2.7% | -0.4% | +3.1% | +2.8% |
| 3M | -6.3% | -6.8% | +0.5% | -4.6% |
| 6M | +114.5% | -6.4% | +120.8% | +117.2% |
| YTD | +171.9% | +2.5% | +169.4% | +166.7% |
| 1Y | +305.0% | -0.4% | +305.4% | +300.1% |
| 3Y | +168.3% | +38.5% | +129.8% | +132.7% |
| 5Y | +102.3% | +31.7% | +70.6% | +77.4% |
| All | +243.2% | +146.6% | +96.6% | +156.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling