+48.4%
NU vs WEC
+35.8%
+12.6%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.1% | -1.3% | -0.4% |
| 7D | +6.0% | +0.8% | +5.2% | +5.9% |
| 30D | +10.8% | +0.3% | +10.4% | +10.7% |
| 3M | +32.2% | -2.9% | +35.1% | +32.4% |
| 6M | +5.1% | -5.9% | +11.1% | +5.7% |
| YTD | -8.4% | +4.1% | -12.6% | -9.0% |
| 1Y | +0.7% | +3.1% | -2.4% | +0.2% |
| 3Y | +125.1% | +40.8% | +84.3% | +111.5% |
| All | +48.4% | +35.8% | +12.6% | +52.0% |
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