+72,962.7%
ROST vs WEC
+4,422.7%
+68,540.0%
-69.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | 0.0% | -1.7% | -1.7% |
| 7D | +0.9% | -0.7% | +1.6% | +1.1% |
| 30D | +5.1% | +11.0% | -5.8% | +1.3% |
| 3M | -4.3% | +8.6% | -12.9% | -7.1% |
| 6M | +9.4% | +6.2% | +3.3% | +6.8% |
| YTD | +32.5% | +14.3% | +18.2% | +25.7% |
| 1Y | +46.9% | +8.4% | +38.5% | +42.0% |
| 3Y | +98.1% | +62.9% | +35.2% | +63.3% |
| 5Y | +116.9% | +55.8% | +61.1% | +79.2% |
| 10Y | +310.9% | +193.2% | +117.7% | +155.5% |
| All | +72,962.7% | +4,422.7% | +68,540.0% | +16,196.8% |
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