+70.8%
NVT vs GWW
+29.1%
+41.7%
-27.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GWW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +0.7% | +4.0% | +4.4% |
| 7D | +4.1% | -3.4% | +7.4% | +5.3% |
| 30D | -5.1% | -1.9% | -3.2% | -4.5% |
| 3M | -1.2% | -2.4% | +1.2% | -0.4% |
| 6M | +46.6% | +15.7% | +30.9% | +38.0% |
| YTD | +60.0% | +27.6% | +32.4% | +43.3% |
| 1Y | +70.8% | +27.2% | +43.6% | +54.5% |
| All | +70.8% | +29.1% | +41.7% | +54.5% |
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