+70.9%
NVT vs WEC
+1.8%
+69.1%
-27.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.7% | +3.3% | +2.5% |
| 7D | +5.1% | -0.3% | +5.3% | +5.0% |
| 30D | -3.7% | -1.3% | -2.4% | -3.9% |
| 3M | -10.1% | -3.9% | -6.2% | -11.6% |
| 6M | +37.5% | -8.3% | +45.8% | +35.3% |
| YTD | +53.7% | +3.1% | +50.7% | +52.8% |
| 1Y | +70.9% | +1.9% | +68.9% | +66.7% |
| All | +70.9% | +1.8% | +69.1% | +66.7% |
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