-6.3%
NVTS vs WPM
+291.4%
-297.7%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.1% | +1.6% | +1.7% |
| 7D | +9.7% | +7.0% | +2.7% | +6.0% |
| 30D | -13.6% | +15.7% | -29.3% | -20.2% |
| 3M | -51.0% | +35.2% | -86.2% | -57.8% |
| 6M | +46.3% | +6.1% | +40.3% | +40.1% |
| YTD | +68.1% | +32.6% | +35.5% | +48.0% |
| 1Y | +113.9% | +46.9% | +67.0% | +81.9% |
| 3Y | +45.3% | +276.3% | -231.0% | -19.1% |
| All | -6.3% | +291.4% | -297.7% | -50.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WPM.
Daily Out/Under-Performance
Portfolio return minus WPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WPM 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 all: compounded portfolio wealth divided by compounded WPM 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…
all analysis · Full analysis span regression · 6 months rolling