+11.3%
TSEM vs WEC
+2,524.1%
-2,512.8%
-99.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.8% | -0.7% | +8.6% | +8.0% |
| 7D | +6.9% | -0.3% | +7.2% | +6.9% |
| 30D | +5.3% | -1.3% | +6.6% | +5.5% |
| 3M | -14.9% | -3.9% | -11.0% | -14.5% |
| 6M | +80.0% | -8.3% | +88.3% | +82.6% |
| YTD | +89.4% | +3.1% | +86.3% | +87.5% |
| 1Y | +253.1% | +1.9% | +251.2% | +249.7% |
| 3Y | +642.1% | +41.9% | +600.2% | +579.1% |
| 5Y | +659.1% | +30.8% | +628.3% | +599.0% |
| 10Y | +1,291.4% | +141.9% | +1,149.4% | +979.8% |
| All | +11.3% | +2,524.1% | -2,512.8% | -33.2% |
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