+10.1%
NI vs WEC
+9.5%
+0.6%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.9% | -0.4% | -0.2% |
| 7D | +4.3% | +2.3% | +2.0% | +2.4% |
| 30D | +12.4% | +11.1% | +1.3% | +2.8% |
| 3M | +10.2% | +8.4% | +1.7% | +2.8% |
| 6M | -0.8% | +7.5% | -8.3% | -6.6% |
| YTD | +13.2% | +15.3% | -2.1% | +0.4% |
| 1Y | +10.1% | +9.7% | +0.3% | +2.2% |
| All | +10.1% | +9.5% | +0.6% | +2.2% |
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