+3.6%
NVT vs ACWI
+14.9%
-11.3%
-38.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.7% | +1.7% | -14.4% | -16.2% |
| 7D | -19.5% | -0.5% | -19.0% | -18.8% |
| 30D | -32.4% | -1.6% | -30.8% | -29.7% |
| 3M | -30.3% | -1.3% | -29.0% | -27.9% |
| 6M | -30.4% | +5.8% | -36.3% | -36.5% |
| YTD | +11.3% | +12.7% | -1.4% | -10.5% |
| 1Y | +3.6% | +15.0% | -11.4% | -19.8% |
| All | +3.6% | +14.9% | -11.3% | -19.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 ACWI 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