+169.9%
W vs NVT
+133.0%
+37.0%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -1.1% | -1.5% | -2.0% |
| 7D | -1.7% | +17.4% | -19.1% | -9.7% |
| 30D | +3.2% | -28.4% | +31.6% | +20.2% |
| 3M | +8.3% | -32.4% | +40.7% | +28.2% |
| 6M | +84.3% | -32.2% | +116.4% | +112.8% |
| YTD | +11.0% | +14.0% | -3.0% | -15.3% |
| 1Y | -0.2% | +4.3% | -4.5% | -19.1% |
| All | +169.9% | +133.0% | +37.0% | -8.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling