+70.8%
NVT vs WWD
+41.6%
+29.2%
-27.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +1.4% | +3.3% | +4.0% |
| 7D | +4.1% | -2.6% | +6.7% | +5.3% |
| 30D | -5.1% | -6.9% | +1.8% | -1.9% |
| 3M | -1.2% | -13.0% | +11.9% | +5.1% |
| 6M | +46.6% | -12.5% | +59.0% | +54.1% |
| YTD | +60.0% | +11.8% | +48.1% | +52.9% |
| 1Y | +70.8% | +41.1% | +29.7% | +50.0% |
| All | +70.8% | +41.6% | +29.2% | +50.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 WWD 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