+425.9%
CORZ vs NVT
+177.0%
+248.8%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -2.5% | -0.9% | -1.3% |
| 7D | +7.6% | +7.0% | +0.6% | +1.6% |
| 30D | -6.9% | -2.3% | -4.6% | -5.3% |
| 3M | -33.0% | -3.1% | -29.9% | -31.7% |
| 6M | +19.3% | +47.0% | -27.7% | -14.7% |
| YTD | +24.2% | +56.2% | -32.0% | -15.5% |
| 1Y | +24.5% | +74.5% | -50.0% | -22.6% |
| All | +425.9% | +177.0% | +248.8% | +159.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling