+1.0%
WM vs NVT
+75.6%
-74.6%
-13.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +4.2% | -4.7% | +0.1% |
| 7D | -0.9% | +10.4% | -11.3% | +0.5% |
| 30D | -4.3% | -1.3% | -3.1% | -4.4% |
| 3M | +0.8% | -0.6% | +1.4% | +1.5% |
| 6M | -10.8% | +53.8% | -64.5% | -6.4% |
| YTD | -0.1% | +60.2% | -60.2% | +5.5% |
| 1Y | +1.0% | +76.8% | -75.8% | +7.6% |
| All | +1.0% | +75.6% | -74.6% | +7.6% |
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