-60.9%
ADBE vs NVT
+419.5%
-480.4%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +4.6% | -3.3% | +0.5% |
| 7D | -5.4% | +4.1% | -9.4% | -6.1% |
| 30D | -2.5% | -5.1% | +2.6% | -1.9% |
| 3M | +15.3% | -1.2% | +16.4% | +13.9% |
| 6M | -7.8% | +46.6% | -54.4% | -19.5% |
| YTD | -27.9% | +60.0% | -87.9% | -39.4% |
| 1Y | -28.0% | +70.8% | -98.8% | -41.6% |
| 3Y | -55.3% | +187.5% | -242.9% | -73.7% |
| All | -60.9% | +419.5% | -480.4% | -84.2% |
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