+3.6%
NVT vs WCN
+16.1%
-12.5%
-38.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.7% | +2.8% | -15.5% | -10.7% |
| 7D | -19.5% | +6.7% | -26.2% | -15.4% |
| 30D | -32.4% | +24.3% | -56.7% | -21.4% |
| 3M | -30.3% | +16.1% | -46.4% | -21.5% |
| 6M | -30.4% | +19.9% | -50.4% | -20.0% |
| YTD | +11.3% | +10.1% | +1.3% | +28.5% |
| 1Y | +3.6% | +14.4% | -10.8% | +19.1% |
| All | +3.6% | +16.1% | -12.5% | +19.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 1y: compounded portfolio wealth divided by compounded WCN 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…
1y analysis · Full analysis span regression · 6 months rolling