-10.8%
NVTS vs WCC
+24.5%
-35.3%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | -9.9% | +18.9% | +20.7% |
| 7D | -0.3% | -8.8% | +8.5% | +8.2% |
| 30D | -24.4% | -16.0% | -8.4% | -8.3% |
| 3M | -26.5% | -15.2% | -11.3% | -11.9% |
| 6M | -41.4% | -8.4% | -33.0% | -33.2% |
| YTD | +30.7% | +30.1% | +0.6% | -4.9% |
| 1Y | -10.8% | +26.4% | -37.2% | -34.8% |
| All | -10.8% | +24.5% | -35.3% | -34.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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