+141,733.1%
MSFT vs WEC
+4,360.7%
+137,372.4%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.1% | +1.1% | -0.3% |
| 7D | +1.7% | -0.2% | +1.8% | +1.7% |
| 30D | +0.2% | +12.3% | -12.1% | -3.9% |
| 3M | +6.4% | +8.3% | -1.9% | +3.3% |
| 6M | +28.7% | +3.5% | +25.2% | +26.5% |
| YTD | +10.4% | +12.7% | -2.3% | +4.9% |
| 1Y | +7.6% | +8.2% | -0.6% | +3.7% |
| 3Y | +52.3% | +55.9% | -3.6% | +26.4% |
| 5Y | +64.5% | +51.2% | +13.3% | +36.4% |
| 10Y | +917.8% | +177.6% | +740.2% | +553.5% |
| All | +141,733.1% | +4,360.7% | +137,372.4% | +31,505.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling