+11.6%
W vs NVT
+66.6%
-55.0%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -2.1% | -0.5% | -2.0% |
| 7D | +0.5% | +2.0% | -1.5% | -0.2% |
| 30D | -5.6% | -7.2% | +1.6% | -3.5% |
| 3M | +41.9% | -0.9% | +42.8% | +39.5% |
| 6M | +30.2% | +42.6% | -12.4% | +8.2% |
| YTD | -2.9% | +52.9% | -55.8% | -21.2% |
| 1Y | +11.6% | +64.5% | -52.9% | -10.6% |
| All | +11.6% | +66.6% | -55.0% | -10.6% |
Cumulative growth
Daily Returns
Daily percentage return beside NVT.
Daily Out/Under-Performance
Portfolio return minus NVT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVT 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 NVT 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