+91.3%
NVTS vs WCN
-9.1%
+100.4%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +0.2% | +4.1% | +4.5% |
| 7D | -1.4% | -3.1% | +1.7% | -4.4% |
| 30D | -16.5% | -3.4% | -13.1% | -19.1% |
| 3M | -47.6% | +3.0% | -50.6% | -46.2% |
| 6M | +7.3% | -3.8% | +11.0% | +9.5% |
| YTD | +62.9% | -8.3% | +71.2% | +55.6% |
| 1Y | +91.3% | -9.7% | +101.0% | +97.0% |
| All | +91.3% | -9.1% | +100.4% | +97.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 WCN 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