+33.0%
NVDX vs WTW
+3.0%
+30.0%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -2.1% | +3.6% | +0.6% |
| 7D | +11.6% | -2.6% | +14.2% | +10.5% |
| 30D | +7.5% | -1.0% | +8.5% | +7.3% |
| 3M | +2.1% | +29.9% | -27.8% | +12.9% |
| 6M | +35.5% | +10.7% | +24.8% | +41.3% |
| YTD | +24.1% | +2.6% | +21.5% | +25.9% |
| 1Y | +33.0% | +2.8% | +30.2% | +33.3% |
| All | +33.0% | +3.0% | +30.0% | +33.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling