+184.5%
NOK vs WEC
+40.3%
+144.2%
-50.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.8% | +1.9% | +1.1% |
| 7D | +9.3% | +0.4% | +9.0% | +9.3% |
| 30D | +17.9% | +0.9% | +17.0% | +17.8% |
| 3M | -22.3% | -5.3% | -17.0% | -22.2% |
| 6M | +36.4% | -6.6% | +42.9% | +36.8% |
| YTD | +66.3% | +3.3% | +63.0% | +64.3% |
| 1Y | +134.4% | +2.1% | +132.4% | +131.0% |
| All | +184.5% | +40.3% | +144.2% | +153.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling