+272.0%
TMUS vs WEC
+794.4%
-522.4%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.2% | +0.7% | +0.8% |
| 7D | +9.0% | +3.2% | +5.8% | +7.5% |
| 30D | -3.2% | +14.7% | -17.9% | -9.2% |
| 3M | -6.9% | +10.2% | -17.1% | -11.2% |
| 6M | -16.4% | +4.5% | -20.9% | -18.3% |
| YTD | -19.6% | +15.1% | -34.7% | -25.1% |
| 1Y | -19.9% | +9.4% | -29.3% | -23.6% |
| 3Y | +14.5% | +56.9% | -42.4% | -8.6% |
| 5Y | +37.7% | +54.4% | -16.8% | +8.8% |
| 10Y | +242.2% | +183.5% | +58.8% | +71.6% |
| All | +272.0% | +794.4% | -522.4% | -24.2% |
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