+46.5%
TSLA vs WEC
+34.9%
+11.6%
-73.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +1.1% | +2.9% | +4.0% |
| 7D | +3.4% | +0.8% | +2.6% | +3.4% |
| 30D | +12.0% | +0.3% | +11.7% | +12.0% |
| 3M | -10.0% | -2.9% | -7.0% | -10.2% |
| 6M | -7.2% | -5.9% | -1.3% | -7.3% |
| YTD | -18.1% | +4.1% | -22.3% | -18.5% |
| 1Y | +6.3% | +3.1% | +3.2% | +5.8% |
| 3Y | +48.2% | +40.8% | +7.4% | +43.9% |
| 5Y | +46.5% | +31.7% | +14.8% | +49.5% |
| All | +46.5% | +34.9% | +11.6% | +49.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling