-61.4%
NVD vs WEC
+1.8%
-63.1%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.7% | -0.7% | -0.6% |
| 7D | -11.1% | -0.3% | -10.8% | -10.9% |
| 30D | -13.3% | -1.3% | -12.0% | -12.2% |
| 3M | -19.8% | -3.9% | -15.9% | -16.3% |
| 6M | -48.8% | -8.3% | -40.5% | -43.8% |
| YTD | -49.7% | +3.1% | -52.7% | -51.8% |
| 1Y | -61.4% | +1.9% | -63.3% | -58.9% |
| All | -61.4% | +1.8% | -63.1% | -58.9% |
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 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