+275.3%
TMUS vs WEC
+775.8%
-500.6%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.1% | +3.0% | +1.9% |
| 7D | +3.6% | -0.2% | +3.7% | +3.7% |
| 30D | -3.4% | +12.3% | -15.7% | -8.5% |
| 3M | -9.5% | +8.3% | -17.7% | -12.9% |
| 6M | -15.2% | +3.5% | -18.6% | -16.8% |
| YTD | -18.9% | +12.7% | -31.6% | -23.7% |
| 1Y | -17.7% | +8.2% | -25.9% | -21.1% |
| 3Y | +15.6% | +55.9% | -40.2% | -7.4% |
| 5Y | +38.9% | +51.2% | -12.3% | +10.8% |
| 10Y | +245.3% | +177.6% | +67.7% | +74.8% |
| All | +275.3% | +775.8% | -500.6% | -22.8% |
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