+174.8%
NVT vs WING
-29.7%
+204.5%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.1% | -2.1% | -2.1% |
| 7D | +2.0% | +0.2% | +1.8% | +2.0% |
| 30D | -7.2% | -0.5% | -6.7% | -7.4% |
| 3M | -0.9% | -23.9% | +23.0% | +1.6% |
| 6M | +42.6% | -48.9% | +91.5% | +54.6% |
| YTD | +52.9% | -53.3% | +106.2% | +67.0% |
| 1Y | +64.5% | -60.3% | +124.8% | +83.9% |
| All | +174.8% | -29.7% | +204.5% | +160.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling