+232.4%
NVT vs IWD
+73.1%
+159.3%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.4% | -0.6% | -0.5% |
| 7D | +17.4% | +1.7% | +15.7% | +14.8% |
| 30D | -28.4% | +3.2% | -31.6% | -31.6% |
| 3M | -32.4% | +2.3% | -34.7% | -34.8% |
| 6M | -32.2% | +12.9% | -45.1% | -43.2% |
| YTD | +14.0% | +26.2% | -12.3% | -18.2% |
| 1Y | +4.3% | +28.3% | -24.0% | -26.7% |
| 3Y | +131.7% | +84.4% | +47.3% | +2.2% |
| 5Y | +232.4% | +73.0% | +159.4% | +60.9% |
| All | +232.4% | +73.1% | +159.3% | +60.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling