+521.8%
NOW vs WEC
+190.8%
+331.0%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +0.4% | +2.8% | +3.1% |
| 7D | -5.6% | -0.5% | -5.0% | -5.5% |
| 30D | -26.8% | +12.0% | -38.7% | -28.6% |
| 3M | -19.4% | +11.1% | -30.5% | -21.4% |
| 6M | +12.3% | +6.0% | +6.3% | +10.4% |
| YTD | -32.9% | +14.3% | -47.2% | -35.5% |
| 1Y | -40.3% | +8.0% | -48.3% | -41.8% |
| 3Y | -19.1% | +62.8% | -81.9% | -31.0% |
| 5Y | -24.4% | +55.3% | -79.7% | -35.3% |
| 10Y | +521.8% | +193.2% | +328.7% | +390.0% |
| All | +521.8% | +190.8% | +331.0% | +390.0% |
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