+5,059.0%
NI vs WEC
+3,978.4%
+1,080.5%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.7% | +0.1% | -0.2% |
| 7D | +2.0% | -0.3% | +2.3% | +2.2% |
| 30D | -3.5% | -1.3% | -2.3% | -2.7% |
| 3M | -9.1% | -3.9% | -5.2% | -6.6% |
| 6M | -11.8% | -8.3% | -3.5% | -6.5% |
| YTD | +1.1% | +3.1% | -2.0% | -0.9% |
| 1Y | +6.7% | +1.9% | +4.8% | +5.3% |
| 3Y | +71.1% | +41.9% | +29.2% | +34.8% |
| 5Y | +94.3% | +30.8% | +63.5% | +61.8% |
| 10Y | +135.8% | +141.9% | -6.1% | +32.0% |
| All | +5,059.0% | +3,978.4% | +1,080.5% | +595.3% |
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