+28.0%
NBIS vs WEC
+9.7%
+18.4%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +2.3% | -9.0% | -5.0% |
| 7D | -22.4% | +6.9% | -29.3% | -18.8% |
| 30D | -39.1% | +16.6% | -55.7% | -34.1% |
| 3M | -37.3% | +9.1% | -46.4% | -34.5% |
| 6M | -19.8% | +3.2% | -23.0% | -18.7% |
| YTD | +69.1% | +14.9% | +54.2% | +82.7% |
| 1Y | +28.0% | +9.2% | +18.8% | +36.8% |
| All | +28.0% | +9.7% | +18.4% | +36.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling