+191.2%
NVT vs IWD
+71.7%
+119.6%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -0.8% | +5.0% | +5.5% |
| 7D | +10.4% | -0.2% | +10.5% | +10.6% |
| 30D | -1.3% | -0.8% | -0.5% | -0.3% |
| 3M | -0.6% | +8.0% | -8.7% | -13.0% |
| 6M | +53.8% | +18.2% | +35.6% | +16.6% |
| YTD | +60.2% | +22.3% | +37.8% | +15.2% |
| 1Y | +76.8% | +28.9% | +47.9% | +17.2% |
| 3Y | +191.2% | +71.5% | +119.7% | +29.2% |
| All | +191.2% | +71.7% | +119.6% | +29.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling