+252.1%
INTC vs WEC
+146.6%
+105.6%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | 0.0% | +2.6% | +2.6% |
| 7D | +7.5% | -0.6% | +8.0% | +7.7% |
| 30D | +2.0% | -2.6% | +4.6% | +2.8% |
| 3M | -12.0% | -6.0% | -6.0% | -10.6% |
| 6M | +114.5% | -5.4% | +120.0% | +116.6% |
| YTD | +179.0% | +2.5% | +176.5% | +173.7% |
| 1Y | +318.3% | -0.7% | +319.0% | +313.7% |
| 3Y | +171.2% | +38.7% | +132.5% | +135.0% |
| 5Y | +107.6% | +31.7% | +75.9% | +82.1% |
| All | +252.1% | +146.6% | +105.6% | +162.8% |
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 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