+3.6%
NVT vs GWW
+55.5%
-51.9%
-38.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GWW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.7% | +6.5% | -19.3% | -13.8% |
| 7D | -19.5% | +11.1% | -30.6% | -21.5% |
| 30D | -32.4% | +15.7% | -48.1% | -35.1% |
| 3M | -30.3% | +14.8% | -45.1% | -32.9% |
| 6M | -30.4% | +30.9% | -61.4% | -35.7% |
| YTD | +11.3% | +48.5% | -37.1% | -2.1% |
| 1Y | +3.6% | +57.1% | -53.5% | -9.2% |
| All | +3.6% | +55.5% | -51.9% | -9.2% |
Cumulative growth
Daily Returns
Daily percentage return beside GWW.
Daily Out/Under-Performance
Portfolio return minus GWW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GWW 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 GWW 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