+288.5%
WMB vs NVT
+433.4%
-144.9%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +4.2% | -1.9% | +1.4% |
| 7D | +0.8% | +10.4% | -9.6% | -1.3% |
| 30D | +7.7% | -1.3% | +9.0% | +7.8% |
| 3M | +6.7% | -0.6% | +7.3% | +5.9% |
| 6M | +3.6% | +53.8% | -50.1% | -8.3% |
| YTD | +28.0% | +60.2% | -32.2% | +11.6% |
| 1Y | +37.6% | +76.8% | -39.2% | +16.0% |
| 3Y | +149.0% | +191.2% | -42.2% | +73.8% |
| All | +288.5% | +433.4% | -144.9% | +117.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling