+70.9%
NVT vs WPM
+53.7%
+17.1%
-27.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -1.1% | +3.6% | +2.9% |
| 7D | +5.1% | +1.1% | +4.0% | +4.8% |
| 30D | -3.7% | +26.4% | -30.1% | -10.2% |
| 3M | -10.1% | +20.8% | -31.0% | -15.6% |
| 6M | +37.5% | +1.1% | +36.3% | +33.4% |
| YTD | +53.7% | +32.5% | +21.3% | +40.4% |
| 1Y | +70.9% | +51.5% | +19.3% | +50.9% |
| All | +70.9% | +53.7% | +17.1% | +50.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WPM.
Daily Out/Under-Performance
Portfolio return minus WPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WPM 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 WPM 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