+318.0%
CORZ vs NVT
+102.2%
+215.9%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.1% | -0.3% | -0.4% |
| 7D | +26.4% | +17.4% | +9.0% | +10.1% |
| 30D | -6.8% | -28.4% | +21.5% | +23.5% |
| 3M | -31.1% | -32.4% | +1.3% | -4.7% |
| 6M | -36.9% | -32.2% | -4.8% | -13.3% |
| YTD | -1.2% | +14.0% | -15.2% | -12.7% |
| 1Y | -12.5% | +4.3% | -16.8% | -16.6% |
| All | +318.0% | +102.2% | +215.9% | +168.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling