+790.0%
NOW vs WEC
+143.0%
+647.0%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +1.1% | -6.0% | -5.2% |
| 7D | -6.1% | +0.8% | -6.9% | -6.2% |
| 30D | +7.5% | +0.3% | +7.1% | +7.3% |
| 3M | +17.5% | -2.9% | +20.5% | +18.1% |
| 6M | +7.9% | -5.9% | +13.9% | +8.8% |
| YTD | -12.4% | +4.1% | -16.5% | -14.0% |
| 1Y | -28.6% | +3.1% | -31.7% | -29.8% |
| 3Y | +11.8% | +40.8% | -28.9% | -1.1% |
| 5Y | +2.6% | +31.7% | -29.1% | -8.2% |
| 10Y | +790.0% | +141.1% | +648.9% | +616.0% |
| All | +790.0% | +143.0% | +647.0% | +616.0% |
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