+717.0%
NVT vs ACWI
+160.5%
+556.5%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | 0.0% | +2.6% | +2.6% |
| 7D | +5.1% | +0.5% | +4.6% | +4.4% |
| 30D | -3.7% | +0.9% | -4.6% | -4.8% |
| 3M | -10.1% | +2.4% | -12.5% | -12.3% |
| 6M | +37.5% | +12.4% | +25.1% | +18.3% |
| YTD | +53.7% | +15.2% | +38.6% | +28.2% |
| 1Y | +70.9% | +22.7% | +48.2% | +31.2% |
| 3Y | +180.4% | +75.8% | +104.6% | +37.1% |
| 5Y | +393.5% | +67.7% | +325.7% | +158.4% |
| All | +717.0% | +160.5% | +556.5% | +136.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling