+3.6%
NVT vs WING
-23.2%
+26.8%
-38.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.7% | +3.7% | -16.5% | -12.7% |
| 7D | -19.5% | +21.0% | -40.4% | -19.6% |
| 30D | -32.4% | +56.9% | -89.3% | -33.0% |
| 3M | -30.3% | +38.4% | -68.7% | -30.8% |
| 6M | -30.4% | +12.0% | -42.4% | -30.2% |
| YTD | +11.3% | -29.2% | +40.6% | +17.1% |
| 1Y | +3.6% | -28.8% | +32.4% | +7.9% |
| All | +3.6% | -23.2% | +26.8% | +7.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WING.
Daily Out/Under-Performance
Portfolio return minus WING return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WING 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 WING 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