-29.4%
TSCO vs WEC
+9.7%
-39.1%
-47.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +2.3% | +1.9% | +2.9% |
| 7D | +15.7% | +6.9% | +8.8% | +11.7% |
| 30D | +16.4% | +16.6% | -0.2% | +8.5% |
| 3M | +11.2% | +9.1% | +2.2% | +6.1% |
| 6M | +14.9% | +3.2% | +11.7% | +12.7% |
| YTD | -25.4% | +14.9% | -40.3% | -31.2% |
| 1Y | -29.4% | +9.2% | -38.6% | -32.7% |
| All | -29.4% | +9.7% | -39.1% | -32.7% |
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