+2,325.6%
WEC vs NVMI
+1,995.1%
+330.5%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.3% | -0.3% | +1.0% |
| 7D | +0.8% | +11.7% | -10.9% | +0.6% |
| 30D | +0.3% | -4.0% | +4.4% | +0.4% |
| 3M | -2.9% | -25.8% | +22.8% | -2.5% |
| 6M | -5.9% | -8.3% | +2.4% | -6.0% |
| YTD | +4.1% | +14.8% | -10.7% | +3.5% |
| 1Y | +3.1% | +37.9% | -34.7% | +2.0% |
| 3Y | +40.8% | +216.3% | -175.5% | +35.5% |
| 5Y | +31.7% | +277.2% | -245.5% | +25.5% |
| 10Y | +141.1% | +3,074.3% | -2,933.2% | +116.0% |
| All | +2,325.6% | +1,995.1% | +330.5% | +1,808.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling