+18.1%
ADBE vs NVT
+732.7%
-714.7%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +4.2% | -7.7% | -4.5% |
| 7D | -10.1% | +10.4% | -20.4% | -12.4% |
| 30D | -3.0% | -1.3% | -1.7% | -3.2% |
| 3M | +5.0% | -0.6% | +5.6% | +2.9% |
| 6M | -9.3% | +53.8% | -63.1% | -23.4% |
| YTD | -26.5% | +60.2% | -86.7% | -39.4% |
| 1Y | -28.3% | +76.8% | -105.0% | -43.5% |
| 3Y | -54.1% | +191.2% | -245.3% | -71.8% |
| 5Y | -61.2% | +430.9% | -492.2% | -81.3% |
| All | +18.1% | +732.7% | -714.7% | -54.6% |
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