+73,489.3%
ROST vs WEC
+4,404.6%
+69,084.7%
-69.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.1% | +0.9% | +0.9% |
| 7D | +3.2% | +1.4% | +1.8% | +2.7% |
| 30D | +7.4% | +12.8% | -5.4% | +3.0% |
| 3M | -6.1% | +11.2% | -17.3% | -9.6% |
| 6M | +6.2% | +6.6% | -0.4% | +3.5% |
| YTD | +33.4% | +13.8% | +19.6% | +26.8% |
| 1Y | +48.8% | +7.6% | +41.2% | +44.2% |
| 3Y | +99.5% | +62.2% | +37.3% | +64.7% |
| 5Y | +112.7% | +52.0% | +60.7% | +77.3% |
| 10Y | +316.4% | +189.4% | +127.1% | +160.3% |
| All | +73,489.3% | +4,404.6% | +69,084.7% | +16,337.3% |
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