-15.9%
ACN vs NVT
+131.3%
-147.2%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.7% | +0.9% | +0.2% |
| 7D | -3.8% | +8.0% | -11.8% | -3.1% |
| 30D | +16.5% | -24.8% | +41.3% | +14.7% |
| 3M | +41.5% | -32.4% | +73.9% | +38.8% |
| 6M | +60.1% | -33.5% | +93.5% | +57.9% |
| YTD | -3.9% | +13.2% | -17.1% | -10.3% |
| 1Y | +4.1% | +9.0% | -4.9% | -2.5% |
| 3Y | -15.9% | +129.4% | -145.2% | -38.3% |
| All | -15.9% | +131.3% | -147.2% | -38.3% |
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