+750.3%
NVT vs WEC
+121.9%
+628.4%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | 0.0% | +4.7% | +4.7% |
| 7D | +4.1% | -0.6% | +4.6% | +4.2% |
| 30D | -5.1% | -2.6% | -2.5% | -4.6% |
| 3M | -1.2% | -6.0% | +4.9% | -0.1% |
| 6M | +46.6% | -5.4% | +52.0% | +47.7% |
| YTD | +60.0% | +2.5% | +57.5% | +58.5% |
| 1Y | +70.8% | -0.7% | +71.5% | +70.0% |
| 3Y | +187.5% | +38.7% | +148.8% | +161.1% |
| 5Y | +426.1% | +31.7% | +394.5% | +381.9% |
| All | +750.3% | +121.9% | +628.4% | +689.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling