+420.3%
NVT vs WCN
+24.9%
+395.4%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +0.2% | +4.5% | +4.6% |
| 7D | +4.1% | -3.1% | +7.2% | +4.8% |
| 30D | -5.1% | -3.4% | -1.7% | -4.5% |
| 3M | -1.2% | +3.0% | -4.1% | -2.8% |
| 6M | +46.6% | -3.8% | +50.3% | +46.7% |
| YTD | +60.0% | -8.3% | +68.3% | +62.7% |
| 1Y | +70.8% | -9.7% | +80.5% | +74.3% |
| 3Y | +187.5% | +17.2% | +170.4% | +151.2% |
| All | +420.3% | +24.9% | +395.4% | +322.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling