+111.9%
INTC vs WEC
+197.9%
-86.0%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.9% | -3.4% | -2.8% |
| 7D | +6.0% | +2.3% | +3.7% | +5.4% |
| 30D | -39.2% | +11.1% | -50.3% | -41.3% |
| 3M | -42.9% | +8.4% | -51.4% | -44.5% |
| 6M | -50.4% | +7.5% | -57.9% | -51.9% |
| YTD | +61.7% | +15.3% | +46.3% | +52.5% |
| 1Y | +66.1% | +9.7% | +56.4% | +59.3% |
| 3Y | +58.1% | +64.7% | -6.5% | +29.2% |
| 5Y | +27.9% | +57.3% | -29.4% | +5.5% |
| All | +111.9% | +197.9% | -86.0% | +46.2% |
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