+410.8%
NVT vs IWD
+72.9%
+337.8%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.6% | -1.9% | -1.6% |
| 7D | +7.0% | -1.2% | +8.2% | +8.8% |
| 30D | -2.3% | -1.6% | -0.7% | -0.2% |
| 3M | -3.1% | +7.0% | -10.1% | -12.5% |
| 6M | +47.0% | +17.0% | +30.1% | +17.4% |
| YTD | +56.2% | +21.6% | +34.6% | +18.2% |
| 1Y | +74.5% | +28.0% | +46.5% | +23.2% |
| 3Y | +184.0% | +70.6% | +113.5% | +38.7% |
| 5Y | +410.8% | +73.3% | +337.4% | +147.4% |
| All | +410.8% | +72.9% | +337.8% | +147.4% |
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 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