+417.4%
WDC vs NVT
+73.8%
+343.6%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +2.6% | +3.3% | +3.0% |
| 7D | +1.7% | +5.1% | -3.3% | -3.9% |
| 30D | -10.0% | -3.7% | -6.3% | -6.6% |
| 3M | -18.8% | -10.1% | -8.6% | -7.5% |
| 6M | +79.0% | +37.5% | +41.6% | +27.2% |
| YTD | +171.6% | +53.7% | +117.8% | +73.3% |
| 1Y | +417.4% | +70.9% | +346.5% | +203.0% |
| All | +417.4% | +73.8% | +343.6% | +203.0% |
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