+1,980.5%
NOW vs WEC
+373.4%
+1,607.1%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | +0.2% | -6.1% | -6.0% |
| 7D | -6.7% | +3.2% | -9.9% | -7.2% |
| 30D | -25.8% | +14.7% | -40.5% | -27.8% |
| 3M | -12.7% | +10.2% | -22.9% | -14.5% |
| 6M | +11.2% | +4.5% | +6.8% | +9.9% |
| YTD | -33.2% | +15.1% | -48.3% | -35.6% |
| 1Y | -41.8% | +9.4% | -51.2% | -43.3% |
| 3Y | -15.7% | +56.9% | -72.6% | -25.9% |
| 5Y | -26.0% | +54.4% | -80.5% | -35.3% |
| 10Y | +515.1% | +183.5% | +331.6% | +383.9% |
| All | +1,980.5% | +373.4% | +1,607.1% | +1,220.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling