-41.3%
CORZ vs NVT
+3.0%
-44.3%
-57.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.4% | -12.7% | +2.3% | +1.0% |
| 7D | -14.9% | -19.5% | +4.5% | +3.3% |
| 30D | -23.1% | -32.4% | +9.3% | +8.6% |
| 3M | -44.1% | -30.3% | -13.7% | -23.6% |
| 6M | -39.5% | -30.4% | -9.1% | -18.5% |
| YTD | -12.4% | +11.3% | -23.7% | -25.6% |
| 1Y | -41.3% | +3.6% | -44.9% | -47.0% |
| All | -41.3% | +3.0% | -44.3% | -47.0% |
Cumulative growth
Daily Returns
Daily percentage return beside NVT.
Daily Out/Under-Performance
Portfolio return minus NVT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVT 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 1y: compounded portfolio wealth divided by compounded NVT 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…
1y analysis · Full analysis span regression · 6 months rolling