+122.4%
WMB vs NVT
+133.0%
-10.6%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.1% | +1.8% | +1.0% |
| 7D | +8.1% | +17.4% | -9.3% | +4.7% |
| 30D | -6.9% | -28.4% | +21.5% | -1.6% |
| 3M | -5.1% | -32.4% | +27.3% | +1.0% |
| 6M | -5.7% | -32.2% | +26.4% | -0.3% |
| YTD | +18.1% | +14.0% | +4.1% | +11.4% |
| 1Y | +18.4% | +4.3% | +14.1% | +13.8% |
| All | +122.4% | +133.0% | -10.6% | +73.7% |
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