+751.2%
NVT vs CDW
+123.3%
+627.9%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -5.2% | +9.4% | +6.9% |
| 7D | +10.4% | -3.9% | +14.2% | +12.4% |
| 30D | -1.3% | +6.9% | -8.2% | -5.6% |
| 3M | -0.6% | +7.7% | -8.3% | -7.5% |
| 6M | +53.8% | +18.3% | +35.4% | +29.9% |
| YTD | +60.2% | +7.8% | +52.4% | +41.7% |
| 1Y | +76.8% | -12.2% | +88.9% | +77.6% |
| 3Y | +191.2% | -28.9% | +220.2% | +227.7% |
| 5Y | +430.9% | -22.8% | +453.7% | +450.3% |
| All | +751.2% | +123.3% | +627.9% | +390.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CDW.
Daily Out/Under-Performance
Portfolio return minus CDW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CDW 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 CDW 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