+504.6%
NOW vs WEC
+178.6%
+326.0%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.1% | -0.3% | +0.6% |
| 7D | -3.1% | +0.2% | -3.3% | -3.1% |
| 30D | -27.0% | +12.9% | -40.0% | -29.0% |
| 3M | -17.7% | +9.8% | -27.5% | -19.5% |
| 6M | +12.7% | +6.7% | +6.0% | +10.6% |
| YTD | -32.9% | +14.0% | -46.9% | -35.5% |
| 1Y | -40.4% | +7.3% | -47.7% | -41.8% |
| 3Y | -17.1% | +63.8% | -80.9% | -29.6% |
| 5Y | -25.7% | +54.8% | -80.4% | -36.5% |
| 10Y | +504.6% | +185.7% | +318.9% | +370.5% |
| All | +504.6% | +178.6% | +326.0% | +370.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling