+116.0%
INTC vs WEC
+30.7%
+85.3%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.8% | +2.5% | +1.8% |
| 7D | +18.0% | +0.4% | +17.6% | +17.9% |
| 30D | +8.9% | +0.9% | +8.0% | +8.8% |
| 3M | -1.6% | -5.3% | +3.8% | -0.9% |
| 6M | +133.1% | -6.6% | +139.7% | +134.9% |
| YTD | +187.9% | +3.3% | +184.6% | +182.0% |
| 1Y | +334.7% | +2.1% | +332.6% | +325.6% |
| 3Y | +184.2% | +39.6% | +144.6% | +149.8% |
| 5Y | +116.0% | +31.2% | +84.8% | +90.2% |
| All | +116.0% | +30.7% | +85.3% | +90.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling