+4,021.5%
WEC vs TROW
+14,398.8%
-10,377.3%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.3% | +1.4% | +1.1% |
| 7D | +0.8% | +0.4% | +0.4% | +0.8% |
| 30D | +0.3% | -4.0% | +4.4% | +0.9% |
| 3M | -2.9% | +5.0% | -7.9% | -3.7% |
| 6M | -5.9% | +24.3% | -30.2% | -8.7% |
| YTD | +4.1% | +9.8% | -5.6% | +2.6% |
| 1Y | +3.1% | +6.4% | -3.3% | +1.9% |
| 3Y | +40.8% | +15.8% | +25.0% | +36.4% |
| 5Y | +31.7% | -37.3% | +69.0% | +36.1% |
| 10Y | +141.1% | +130.6% | +10.5% | +110.3% |
| All | +4,021.5% | +14,398.8% | -10,377.3% | +2,546.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TROW.
Daily Out/Under-Performance
Portfolio return minus TROW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TROW 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 TROW 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