+14.6%
TMUS vs WEC
+57.1%
-42.4%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.2% | +0.7% | +0.8% |
| 7D | +9.0% | +3.2% | +5.8% | +7.7% |
| 30D | -3.2% | +14.7% | -17.9% | -8.4% |
| 3M | -6.9% | +10.2% | -17.1% | -10.5% |
| 6M | -16.4% | +4.5% | -20.9% | -17.9% |
| YTD | -19.6% | +15.1% | -34.7% | -24.3% |
| 1Y | -19.9% | +9.4% | -29.3% | -22.9% |
| All | +14.6% | +57.1% | -42.4% | +2.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling