-40.3%
NOW vs WEC
+8.0%
-48.3%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +0.4% | +2.8% | +3.6% |
| 7D | -5.6% | -0.5% | -5.0% | -6.2% |
| 30D | -26.8% | +12.0% | -38.7% | -16.7% |
| 3M | -19.4% | +11.1% | -30.5% | -9.0% |
| 6M | +12.3% | +6.0% | +6.3% | +24.0% |
| YTD | -32.9% | +14.3% | -47.2% | -16.1% |
| 1Y | -40.3% | +8.0% | -48.3% | -27.0% |
| All | -40.3% | +8.0% | -48.3% | -27.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling