+3.6%
NVT vs WST
+47.3%
-43.7%
-38.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.7% | +0.4% | -13.2% | -12.8% |
| 7D | -19.5% | +1.3% | -20.8% | -19.6% |
| 30D | -32.4% | +8.5% | -40.9% | -33.0% |
| 3M | -30.3% | +17.2% | -47.6% | -31.7% |
| 6M | -30.4% | +36.3% | -66.7% | -33.8% |
| YTD | +11.3% | +48.9% | -37.6% | +2.7% |
| 1Y | +3.6% | +42.9% | -39.3% | -4.2% |
| All | +3.6% | +47.3% | -43.7% | -4.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WST.
Daily Out/Under-Performance
Portfolio return minus WST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WST 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 WST 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