+822.5%
NOW vs WEC
+138.6%
+684.0%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.7% | -2.3% | -2.8% |
| 7D | -2.4% | -0.3% | -2.1% | -2.3% |
| 30D | +20.5% | -1.3% | +21.8% | +20.7% |
| 3M | +18.3% | -3.9% | +22.3% | +19.1% |
| 6M | +24.1% | -8.3% | +32.4% | +25.8% |
| YTD | -7.8% | +3.1% | -10.8% | -9.3% |
| 1Y | -21.4% | +1.9% | -23.3% | -22.6% |
| 3Y | +19.5% | +41.9% | -22.4% | +5.3% |
| 5Y | +4.1% | +30.8% | -26.7% | -6.8% |
| All | +822.5% | +138.6% | +684.0% | +641.9% |
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