+174.8%
NVT vs WEC
+39.2%
+135.6%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.8% | -1.4% | -2.2% |
| 7D | +2.0% | -1.3% | +3.3% | +1.8% |
| 30D | -7.2% | -0.4% | -6.8% | -7.2% |
| 3M | -0.9% | -6.8% | +5.9% | -2.0% |
| 6M | +42.6% | -6.4% | +49.0% | +41.2% |
| YTD | +52.9% | +2.5% | +50.4% | +53.1% |
| 1Y | +64.5% | -0.4% | +64.9% | +64.1% |
| All | +174.8% | +39.2% | +135.6% | +183.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling