+72.7%
NEM vs WEC
+1.8%
+70.9%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.7% | -1.1% | -1.8% |
| 7D | +0.3% | -0.3% | +0.6% | +0.3% |
| 30D | +23.1% | -1.3% | +24.4% | +22.8% |
| 3M | +18.5% | -3.9% | +22.4% | +18.4% |
| 6M | +7.8% | -8.3% | +16.1% | +10.0% |
| YTD | +29.1% | +3.1% | +26.1% | +29.8% |
| 1Y | +72.7% | +1.9% | +70.7% | +69.5% |
| All | +72.7% | +1.8% | +70.9% | +69.5% |
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