+420.3%
NVT vs WPM
+263.6%
+156.7%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +2.1% | +2.6% | +4.2% |
| 7D | +4.1% | -0.6% | +4.6% | +4.2% |
| 30D | -5.1% | +14.4% | -19.5% | -8.0% |
| 3M | -1.2% | +37.0% | -38.2% | -8.0% |
| 6M | +46.6% | +4.1% | +42.5% | +43.3% |
| YTD | +60.0% | +31.7% | +28.3% | +49.7% |
| 1Y | +70.8% | +44.2% | +26.6% | +56.9% |
| 3Y | +187.5% | +265.5% | -77.9% | +119.3% |
| All | +420.3% | +263.6% | +156.7% | +265.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling