-99.1%
NVD vs WTW
+61.9%
-161.0%
-99.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.1% | +0.2% | +0.2% |
| 7D | +10.8% | -5.7% | +16.5% | +12.6% |
| 30D | +0.8% | -7.3% | +8.0% | +2.9% |
| 3M | -20.8% | +21.5% | -42.3% | -24.8% |
| 6M | -41.2% | +9.6% | -50.8% | -43.2% |
| YTD | -44.2% | -3.3% | -40.9% | -44.2% |
| 1Y | -54.2% | -6.1% | -48.0% | -53.9% |
| 3Y | -99.1% | +61.8% | -161.0% | -99.3% |
| All | -99.1% | +61.9% | -161.0% | -99.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WTW.
Daily Out/Under-Performance
Portfolio return minus WTW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WTW 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 WTW 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