+70.8%
NVT vs IWD
+28.9%
+41.9%
-27.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +0.9% | +3.8% | +3.1% |
| 7D | +4.1% | -0.8% | +4.9% | +5.5% |
| 30D | -5.1% | -0.8% | -4.3% | -4.0% |
| 3M | -1.2% | +6.9% | -8.1% | -13.6% |
| 6M | +46.6% | +18.3% | +28.3% | +5.8% |
| YTD | +60.0% | +22.4% | +37.6% | +9.7% |
| 1Y | +70.8% | +27.4% | +43.4% | +10.4% |
| All | +70.8% | +28.9% | +41.9% | +10.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IWD.
Daily Out/Under-Performance
Portfolio return minus IWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWD 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 IWD 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