+70,808.4%
ROST vs WEC
+3,978.4%
+66,829.9%
-69.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.7% | +0.3% | -0.2% |
| 7D | +0.9% | -0.3% | +1.2% | +1.0% |
| 30D | -8.9% | -1.3% | -7.6% | -8.6% |
| 3M | -0.8% | -3.9% | +3.1% | +0.3% |
| 6M | +8.5% | -8.3% | +16.8% | +11.4% |
| YTD | +28.6% | +3.1% | +25.5% | +26.6% |
| 1Y | +52.3% | +1.9% | +50.4% | +50.3% |
| 3Y | +94.8% | +41.9% | +52.9% | +68.4% |
| 5Y | +110.8% | +30.8% | +80.0% | +85.3% |
| 10Y | +304.5% | +141.9% | +162.6% | +169.9% |
| All | +70,808.4% | +3,978.4% | +66,829.9% | +16,307.1% |
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