+23.4%
NSC vs WEC
+9.7%
+13.7%
-12.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.3% | -1.4% | -0.1% |
| 7D | +1.8% | +6.9% | -5.1% | -1.1% |
| 30D | +8.8% | +16.6% | -7.8% | +2.0% |
| 3M | +1.2% | +9.1% | -7.8% | -2.5% |
| 6M | +11.3% | +3.2% | +8.1% | +10.0% |
| YTD | +20.7% | +14.9% | +5.8% | +14.6% |
| 1Y | +23.4% | +9.2% | +14.2% | +18.4% |
| All | +23.4% | +9.7% | +13.7% | +18.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling