+6.8%
NOW vs WEC
+31.0%
-24.1%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.7% | -2.3% | -3.0% |
| 7D | -2.4% | -0.3% | -2.1% | -2.4% |
| 30D | +20.5% | -1.3% | +21.8% | +20.4% |
| 3M | +18.3% | -3.9% | +22.3% | +18.3% |
| 6M | +24.1% | -8.3% | +32.4% | +24.2% |
| YTD | -7.8% | +3.1% | -10.8% | -8.4% |
| 1Y | -21.4% | +1.9% | -23.3% | -21.9% |
| 3Y | +19.5% | +41.9% | -22.4% | +12.3% |
| All | +6.8% | +31.0% | -24.1% | +1.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling