+76.4%
NSC vs WEC
+62.7%
+13.7%
-25.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.4% | +0.4% | +0.7% |
| 7D | -3.5% | -0.5% | -3.0% | -3.3% |
| 30D | +3.9% | +12.0% | -8.0% | -0.3% |
| 3M | -0.8% | +11.1% | -11.9% | -4.7% |
| 6M | +7.1% | +6.0% | +1.1% | +4.8% |
| YTD | +16.4% | +14.3% | +2.2% | +10.9% |
| 1Y | +16.9% | +8.0% | +8.9% | +13.5% |
| All | +76.4% | +62.7% | +13.7% | +42.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling