+147.7%
WMB vs NVT
+184.0%
-36.3%
-12.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.5% | +1.6% | -0.5% |
| 7D | 0.0% | +7.0% | -7.0% | -1.2% |
| 30D | +4.6% | -2.3% | +6.9% | +4.8% |
| 3M | +5.7% | -3.1% | +8.8% | +5.6% |
| 6M | +4.2% | +47.0% | -42.8% | -5.0% |
| YTD | +26.8% | +56.2% | -29.4% | +13.7% |
| 1Y | +34.7% | +74.5% | -39.9% | +16.9% |
| All | +147.7% | +184.0% | -36.3% | +90.7% |
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