+200.8%
WMB vs NVT
+226.5%
-25.7%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.7% | +0.2% | -0.3% |
| 7D | +7.8% | +8.0% | -0.2% | +5.9% |
| 30D | -5.1% | -24.8% | +19.7% | +0.5% |
| 3M | -4.7% | -32.4% | +27.7% | +2.8% |
| 6M | -7.4% | -33.5% | +26.1% | -0.5% |
| YTD | +17.5% | +13.2% | +4.3% | +9.6% |
| 1Y | +19.5% | +9.0% | +10.5% | +12.3% |
| 3Y | +121.3% | +129.4% | -8.1% | +59.4% |
| All | +200.8% | +226.5% | -25.7% | +84.5% |
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