+187.5%
NVT vs WY
-24.8%
+212.3%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +0.3% | +4.3% | +4.6% |
| 7D | +4.1% | -4.2% | +8.2% | +5.2% |
| 30D | -5.1% | -10.1% | +5.0% | -2.6% |
| 3M | -1.2% | -8.5% | +7.3% | +0.6% |
| 6M | +46.6% | -3.3% | +49.9% | +46.4% |
| YTD | +60.0% | -4.4% | +64.4% | +59.6% |
| 1Y | +70.8% | -11.5% | +82.3% | +75.4% |
| 3Y | +187.5% | -24.3% | +211.9% | +205.6% |
| All | +187.5% | -24.8% | +212.3% | +205.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 3y: compounded portfolio wealth divided by compounded WY 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…
3y analysis · Full analysis span regression · 6 months rolling