+40.7%
ACN vs NVT
+699.2%
-658.5%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +2.6% | -5.9% | -3.9% |
| 7D | -1.5% | +5.1% | -6.6% | -2.7% |
| 30D | +9.4% | -3.7% | +13.1% | +9.9% |
| 3M | +5.6% | -10.1% | +15.8% | +6.3% |
| 6M | -9.3% | +37.5% | -46.7% | -21.1% |
| YTD | -29.0% | +53.7% | -82.7% | -41.0% |
| 1Y | -24.7% | +70.9% | -95.5% | -40.3% |
| 3Y | -39.8% | +180.4% | -220.2% | -63.1% |
| 5Y | -40.9% | +393.5% | -434.4% | -71.9% |
| All | +40.7% | +699.2% | -658.5% | -48.4% |
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