-54.2%
NVD vs WEC
-0.3%
-53.9%
-61.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | 0.0% | +0.3% | +0.3% |
| 7D | +10.8% | -0.6% | +11.4% | +11.5% |
| 30D | +0.8% | -2.6% | +3.4% | +3.7% |
| 3M | -20.8% | -6.0% | -14.8% | -15.3% |
| 6M | -41.2% | -5.4% | -35.7% | -38.0% |
| YTD | -44.2% | +2.5% | -46.7% | -47.1% |
| 1Y | -54.2% | -0.7% | -53.4% | -53.0% |
| All | -54.2% | -0.3% | -53.9% | -53.0% |
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 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