+397.2%
NVT vs WCC
+212.3%
+184.9%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -3.2% | +1.1% | -0.4% |
| 7D | +2.0% | +1.7% | +0.4% | +1.2% |
| 30D | -7.2% | -6.1% | -1.1% | -4.0% |
| 3M | -0.9% | +3.1% | -4.0% | -2.1% |
| 6M | +42.6% | +28.2% | +14.4% | +25.9% |
| YTD | +52.9% | +41.1% | +11.8% | +28.1% |
| 1Y | +64.5% | +61.3% | +3.2% | +28.4% |
| 3Y | +178.0% | +123.6% | +54.3% | +77.6% |
| All | +397.2% | +212.3% | +184.9% | +146.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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