+13.1%
NVTS vs WWD
+21.4%
-8.2%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | -0.6% | -5.8% | -6.0% |
| 7D | +3.9% | +4.0% | 0.0% | +1.6% |
| 30D | -4.3% | +0.4% | -4.7% | -3.8% |
| 3M | -34.5% | -7.9% | -26.6% | -30.6% |
| 6M | -57.7% | -10.6% | -47.1% | -54.8% |
| YTD | +25.4% | +9.4% | +16.0% | +20.4% |
| 1Y | +13.1% | +25.7% | -12.6% | +8.8% |
| All | +13.1% | +21.4% | -8.2% | +8.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 WWD 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