-41.5%
ACHR vs NVT
+663.9%
-705.4%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +4.2% | -2.1% | -0.5% |
| 7D | +4.9% | +10.4% | -5.5% | -1.4% |
| 30D | +4.3% | -1.3% | +5.6% | +4.2% |
| 3M | +1.7% | -0.6% | +2.4% | +0.1% |
| 6M | -6.9% | +53.8% | -60.6% | -32.0% |
| YTD | -22.5% | +60.2% | -82.7% | -45.0% |
| 1Y | -31.5% | +76.8% | -108.3% | -54.6% |
| 3Y | -14.4% | +191.2% | -205.6% | -60.5% |
| 5Y | -41.6% | +430.9% | -472.6% | -80.0% |
| All | -41.5% | +663.9% | -705.4% | -79.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling