-45.2%
NVTS vs CDW
-9.4%
-35.8%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.5% | -0.9% | +10.4% | +10.2% |
| 7D | +1.5% | +2.1% | -0.6% | +0.4% |
| 30D | -23.8% | +14.7% | -38.6% | -31.6% |
| 3M | -30.6% | +11.1% | -41.7% | -37.7% |
| 6M | -48.4% | +45.6% | -94.0% | -66.9% |
| YTD | +20.6% | +17.1% | +3.5% | -8.7% |
| 1Y | -2.5% | +13.2% | -15.7% | -23.5% |
| 3Y | +44.0% | -22.2% | +66.2% | +74.8% |
| All | -45.2% | -9.4% | -35.8% | -44.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CDW.
Daily Out/Under-Performance
Portfolio return minus CDW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CDW 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 CDW 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