+503.7%
NWE price history and return analytics
+371.8%
+131.9%
-39.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.5% | +1.9% | +1.7% |
| 7D | +2.7% | +1.0% | +1.7% | +2.0% |
| 30D | +0.5% | -0.2% | +0.7% | +0.6% |
| 3M | +4.7% | +4.5% | +0.2% | +1.6% |
| 6M | +6.0% | +14.1% | -8.1% | -2.8% |
| YTD | +14.5% | +14.8% | -0.3% | +4.3% |
| 1Y | +33.6% | +21.2% | +12.4% | +17.6% |
| 3Y | +66.0% | +76.6% | -10.6% | +13.9% |
| 5Y | +39.4% | +66.6% | -27.2% | -2.4% |
| 10Y | +83.7% | +222.3% | -138.6% | -15.5% |
| All | +503.7% | +371.8% | +131.9% | +100.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 all: compounded portfolio wealth divided by compounded VT 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…
all analysis · Full analysis span regression · 6 months rolling