-25.1%
NOW vs WEC
+55.1%
-80.2%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.1% | +1.5% | +1.6% |
| 7D | +0.3% | +1.5% | -1.2% | +0.4% |
| 30D | -27.0% | +10.2% | -37.1% | -26.3% |
| 3M | -19.6% | +7.6% | -27.2% | -19.0% |
| 6M | +17.5% | +6.6% | +10.8% | +18.4% |
| YTD | -33.3% | +14.4% | -47.7% | -33.1% |
| 1Y | -39.8% | +8.8% | -48.7% | -39.5% |
| 3Y | -19.9% | +63.3% | -83.3% | -25.2% |
| All | -25.1% | +55.1% | -80.2% | -29.9% |
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