+179.4%
INTC vs WEC
+42.2%
+137.2%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.1% | +1.1% | +8.0% | +9.1% |
| 7D | +17.4% | +0.8% | +16.6% | +17.5% |
| 30D | +2.8% | +0.3% | +2.4% | +2.8% |
| 3M | -5.3% | -2.9% | -2.3% | -5.7% |
| 6M | +140.6% | -5.9% | +146.5% | +139.8% |
| YTD | +183.1% | +4.1% | +179.0% | +179.0% |
| 1Y | +326.8% | +3.1% | +323.6% | +319.1% |
| 3Y | +179.4% | +40.8% | +138.7% | +162.6% |
| All | +179.4% | +42.2% | +137.2% | +162.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling