-40.9%
TSCO vs WEC
+1.8%
-42.7%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.7% | +1.8% | +1.4% |
| 7D | +0.8% | -0.3% | +1.0% | +0.9% |
| 30D | +5.5% | -1.3% | +6.7% | +5.8% |
| 3M | +20.0% | -3.9% | +23.9% | +21.5% |
| 6M | -29.8% | -8.3% | -21.5% | -27.2% |
| YTD | -28.7% | +3.1% | -31.7% | -29.7% |
| 1Y | -40.9% | +1.9% | -42.8% | -42.2% |
| All | -40.9% | +1.8% | -42.7% | -42.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling