-21.5%
NOW vs WEC
+62.9%
-84.4%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.1% | -2.9% | -3.1% |
| 7D | -8.7% | +1.4% | -10.1% | -8.1% |
| 30D | -29.3% | +12.8% | -42.1% | -24.9% |
| 3M | -21.8% | +11.2% | -33.1% | -17.4% |
| 6M | +9.2% | +6.6% | +2.6% | +14.2% |
| YTD | -35.0% | +13.8% | -48.8% | -30.7% |
| 1Y | -42.5% | +7.6% | -50.2% | -39.4% |
| 3Y | -21.5% | +62.2% | -83.7% | -7.4% |
| All | -21.5% | +62.9% | -84.4% | -7.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling