+26.3%
NVDA vs WEC
+1.4%
+24.9%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.8% | -0.1% | -1.4% |
| 7D | -0.3% | +0.4% | -0.7% | -0.1% |
| 30D | +2.8% | +0.9% | +1.9% | +3.5% |
| 3M | +7.4% | -5.3% | +12.8% | +4.5% |
| 6M | +22.6% | -6.6% | +29.2% | +19.1% |
| YTD | +20.1% | +3.3% | +16.8% | +24.9% |
| All | +26.3% | +1.4% | +24.9% | +27.0% |
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