+9,012.0%
WMT vs WEC
+3,978.4%
+5,033.5%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.7% | -0.5% | -0.9% |
| 7D | +3.9% | -0.3% | +4.2% | +4.0% |
| 30D | -4.4% | -1.3% | -3.1% | -4.0% |
| 3M | -8.8% | -3.9% | -4.9% | -7.6% |
| 6M | -15.6% | -8.3% | -7.3% | -13.3% |
| YTD | -3.2% | +3.1% | -6.3% | -4.3% |
| 1Y | +7.0% | +1.9% | +5.1% | +6.2% |
| 3Y | +105.3% | +41.9% | +63.4% | +81.1% |
| 5Y | +129.3% | +30.8% | +98.5% | +105.9% |
| 10Y | +423.9% | +141.9% | +282.0% | +274.6% |
| All | +9,012.0% | +3,978.4% | +5,033.5% | +2,014.9% |
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