+3.6%
NVT vs WEC
+9.7%
-6.1%
-38.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.7% | +2.3% | -15.1% | -11.7% |
| 7D | -19.5% | +6.9% | -26.4% | -17.4% |
| 30D | -32.4% | +16.6% | -49.0% | -29.8% |
| 3M | -30.3% | +9.1% | -39.4% | -28.3% |
| 6M | -30.4% | +3.2% | -33.6% | -29.0% |
| YTD | +11.3% | +14.9% | -3.6% | +11.3% |
| 1Y | +3.6% | +9.2% | -5.6% | +4.6% |
| All | +3.6% | +9.7% | -6.1% | +4.6% |
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