-26.1%
NOW vs WEC
+54.4%
-80.5%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | +0.2% | -6.1% | -5.9% |
| 7D | -6.7% | +3.2% | -9.9% | -6.4% |
| 30D | -25.8% | +14.7% | -40.5% | -25.0% |
| 3M | -12.7% | +10.2% | -22.9% | -11.8% |
| 6M | +11.2% | +4.5% | +6.8% | +12.4% |
| YTD | -33.2% | +15.1% | -48.3% | -32.9% |
| 1Y | -41.8% | +9.4% | -51.2% | -41.4% |
| 3Y | -15.7% | +56.9% | -72.6% | -19.7% |
| All | -26.1% | +54.4% | -80.5% | -28.6% |
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