+751.2%
NVT vs WCC
+487.3%
+264.0%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +2.5% | +1.7% | +2.9% |
| 7D | +10.4% | +8.5% | +1.9% | +5.7% |
| 30D | -1.3% | -1.0% | -0.3% | -0.7% |
| 3M | -0.6% | +2.1% | -2.7% | -1.5% |
| 6M | +53.8% | +36.8% | +16.9% | +30.4% |
| YTD | +60.2% | +47.7% | +12.5% | +29.9% |
| 1Y | +76.8% | +66.5% | +10.3% | +33.9% |
| 3Y | +191.2% | +134.2% | +57.1% | +76.3% |
| 5Y | +430.9% | +231.6% | +199.3% | +148.4% |
| All | +751.2% | +487.3% | +264.0% | +130.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling