+10,793.7%
WMT vs WEC
+4,464.3%
+6,329.4%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.9% | +0.6% | +1.2% |
| 7D | +2.0% | +2.3% | -0.3% | +1.3% |
| 30D | +10.3% | +11.1% | -0.8% | +6.6% |
| 3M | +11.0% | +8.4% | +2.5% | +8.1% |
| 6M | -2.3% | +7.5% | -9.8% | -4.7% |
| YTD | +15.7% | +15.3% | +0.4% | +10.3% |
| 1Y | +26.0% | +9.7% | +16.2% | +22.0% |
| 3Y | +136.5% | +64.7% | +71.8% | +99.0% |
| 5Y | +176.8% | +57.3% | +119.6% | +134.3% |
| 10Y | +537.5% | +195.9% | +341.7% | +327.3% |
| All | +10,793.7% | +4,464.3% | +6,329.4% | +2,336.6% |
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