-43.5%
ACN vs NVT
+399.9%
-443.4%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -2.1% | +3.3% | +1.5% |
| 7D | -7.9% | +2.0% | -9.9% | -8.2% |
| 30D | -1.1% | -7.2% | +6.1% | -0.4% |
| 3M | +5.6% | -0.9% | +6.5% | +4.1% |
| 6M | -9.9% | +42.6% | -52.5% | -19.5% |
| YTD | -32.3% | +52.9% | -85.2% | -41.1% |
| 1Y | -25.3% | +64.5% | -89.8% | -36.9% |
| 3Y | -42.3% | +178.0% | -220.2% | -63.2% |
| 5Y | -43.5% | +402.8% | -446.3% | -74.8% |
| All | -43.5% | +399.9% | -443.4% | -74.8% |
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