+74.5%
NVT vs ACWI
+20.9%
+53.7%
-27.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.6% | -1.9% | -1.3% |
| 7D | +7.0% | 0.0% | +7.0% | +7.0% |
| 30D | -2.3% | -0.6% | -1.7% | -1.2% |
| 3M | -3.1% | +4.3% | -7.3% | -9.9% |
| 6M | +47.0% | +12.7% | +34.3% | +18.9% |
| YTD | +56.2% | +13.9% | +42.3% | +23.6% |
| 1Y | +74.5% | +20.5% | +54.0% | +23.6% |
| All | +74.5% | +20.9% | +53.7% | +23.6% |
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