+33.4%
WEC vs NVMI
+261.9%
-228.5%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.6% | -1.6% | 0.0% |
| 7D | -0.6% | -0.1% | -0.5% | -0.6% |
| 30D | -2.6% | -8.4% | +5.8% | -2.8% |
| 3M | -6.0% | -33.6% | +27.5% | -6.8% |
| 6M | -5.4% | -14.7% | +9.3% | -5.6% |
| YTD | +2.5% | +13.2% | -10.8% | +3.0% |
| 1Y | -0.7% | +29.0% | -29.7% | +0.1% |
| 3Y | +38.7% | +215.0% | -176.3% | +39.1% |
| All | +33.4% | +261.9% | -228.5% | +31.4% |
Cumulative growth
Daily Returns
Daily percentage return beside NVMI.
Daily Out/Under-Performance
Portfolio return minus NVMI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVMI 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 5y: compounded portfolio wealth divided by compounded NVMI 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…
5y analysis · Full analysis span regression · 6 months rolling