+751.2%
NVT vs WING
+156.7%
+594.6%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +0.2% | +4.0% | +4.1% |
| 7D | +10.4% | -0.1% | +10.5% | +10.4% |
| 30D | -1.3% | -6.0% | +4.7% | -0.6% |
| 3M | -0.6% | -23.5% | +22.9% | +3.5% |
| 6M | +53.8% | -52.0% | +105.7% | +75.1% |
| YTD | +60.2% | -53.8% | +114.0% | +82.1% |
| 1Y | +76.8% | -63.8% | +140.6% | +110.7% |
| 3Y | +191.2% | -30.8% | +222.0% | +179.2% |
| 5Y | +430.9% | -34.3% | +465.2% | +390.1% |
| All | +751.2% | +156.7% | +594.6% | +340.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling