-7.8%
NVTS vs WEC
+39.6%
-47.4%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -0.7% | +7.0% | +6.1% |
| 7D | +2.7% | -0.3% | +3.0% | +2.6% |
| 30D | -4.5% | -1.3% | -3.2% | -4.7% |
| 3M | -61.5% | -3.9% | -57.6% | -61.8% |
| 6M | +28.0% | -8.3% | +36.3% | +25.9% |
| YTD | +65.3% | +3.1% | +62.2% | +66.3% |
| 1Y | +113.0% | +1.9% | +111.1% | +114.7% |
| 3Y | +34.7% | +41.9% | -7.2% | +35.7% |
| All | -7.8% | +39.6% | -47.4% | -3.4% |
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