+24.5%
CORZ vs NVT
+72.6%
-48.1%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -2.5% | -0.9% | -1.2% |
| 7D | +7.6% | +7.0% | +0.6% | +1.3% |
| 30D | -6.9% | -2.3% | -4.6% | -5.2% |
| 3M | -33.0% | -3.1% | -29.9% | -32.5% |
| 6M | +19.3% | +47.0% | -27.7% | -18.1% |
| YTD | +24.2% | +56.2% | -32.0% | -19.4% |
| 1Y | +24.5% | +74.5% | -50.0% | -30.3% |
| All | +24.5% | +72.6% | -48.1% | -30.3% |
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