+66.1%
INTC vs WEC
+9.5%
+56.6%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.9% | -3.4% | -1.7% |
| 7D | +6.0% | +2.3% | +3.7% | +8.1% |
| 30D | -39.2% | +11.1% | -50.3% | -33.5% |
| 3M | -42.9% | +8.4% | -51.4% | -38.5% |
| 6M | -50.4% | +7.5% | -57.9% | -47.1% |
| YTD | +61.7% | +15.3% | +46.3% | +76.2% |
| 1Y | +66.1% | +9.7% | +56.4% | +79.3% |
| All | +66.1% | +9.5% | +56.6% | +79.3% |
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