+1,972.6%
NOW vs WEC
+363.6%
+1,609.0%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.1% | +1.7% | 0.0% |
| 7D | -3.0% | -0.2% | -2.8% | -3.0% |
| 30D | -26.0% | +12.3% | -38.3% | -27.8% |
| 3M | -13.1% | +8.3% | -21.4% | -14.7% |
| 6M | +14.5% | +3.5% | +11.0% | +13.2% |
| YTD | -33.4% | +12.7% | -46.2% | -35.7% |
| 1Y | -40.6% | +8.2% | -48.8% | -42.1% |
| 3Y | -16.3% | +55.9% | -72.2% | -26.6% |
| 5Y | -26.3% | +51.2% | -77.6% | -35.4% |
| 10Y | +512.7% | +177.6% | +335.1% | +383.7% |
| All | +1,972.6% | +363.6% | +1,609.0% | +1,220.3% |
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