+20.9%
NVTS vs WST
+53.0%
-32.2%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -0.4% | -4.7% | -4.8% |
| 7D | +21.6% | +4.9% | +16.8% | +18.2% |
| 30D | -8.5% | +10.7% | -19.2% | -13.2% |
| 3M | -31.4% | +16.8% | -48.2% | -37.0% |
| 6M | -50.3% | +32.0% | -82.3% | -57.6% |
| YTD | +33.9% | +49.9% | -16.0% | -4.2% |
| All | +20.9% | +53.0% | -32.2% | -14.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WST.
Daily Out/Under-Performance
Portfolio return minus WST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WST 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 WST 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