+2,622.7%
NVDL vs WEC
+22.3%
+2,600.4%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.8% | -0.9% | -2.6% |
| 7D | -0.8% | +0.4% | -1.2% | -0.4% |
| 30D | +3.4% | +0.9% | +2.5% | +4.5% |
| 3M | +8.1% | -5.3% | +13.4% | +3.0% |
| 6M | +31.9% | -6.6% | +38.4% | +25.3% |
| YTD | +21.1% | +3.3% | +17.8% | +27.5% |
| 1Y | +34.0% | +2.1% | +32.0% | +40.3% |
| 3Y | +677.9% | +39.6% | +638.4% | +1,097.1% |
| All | +2,622.7% | +22.3% | +2,600.4% | +4,576.5% |
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