+41.5%
NU vs WEC
+33.6%
+7.9%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | 0.0% | -2.6% | -2.7% |
| 7D | -4.9% | -0.6% | -4.3% | -4.8% |
| 30D | +7.8% | -2.6% | +10.4% | +8.1% |
| 3M | +20.9% | -6.0% | +27.0% | +21.6% |
| 6M | +0.9% | -5.4% | +6.3% | +1.4% |
| YTD | -12.7% | +2.5% | -15.1% | -13.0% |
| 1Y | -6.4% | -0.7% | -5.7% | -6.5% |
| 3Y | +98.1% | +38.7% | +59.4% | +86.3% |
| All | +41.5% | +33.6% | +7.9% | +45.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling