+1,477.5%
XLK vs WEC
+1,653.5%
-176.0%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.1% | -0.7% | 0.0% |
| 7D | +2.3% | +0.8% | +1.5% | +2.0% |
| 30D | -0.1% | +0.3% | -0.4% | -0.2% |
| 3M | +2.1% | -2.9% | +5.1% | +2.8% |
| 6M | +37.2% | -5.9% | +43.1% | +39.2% |
| YTD | +30.8% | +4.1% | +26.7% | +27.8% |
| 1Y | +42.6% | +3.1% | +39.5% | +39.6% |
| 3Y | +121.8% | +40.8% | +81.0% | +89.7% |
| 5Y | +145.7% | +31.7% | +114.0% | +113.1% |
| 10Y | +782.1% | +141.1% | +641.0% | +481.4% |
| All | +1,477.5% | +1,653.5% | -176.0% | +438.1% |
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