+403.0%
ADI vs NVT
+731.8%
-328.7%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +4.6% | +0.2% | +2.6% |
| 7D | +4.6% | +4.1% | +0.5% | +2.5% |
| 30D | -1.2% | -5.1% | +4.0% | +1.1% |
| 3M | -7.8% | -1.2% | -6.6% | -7.8% |
| 6M | +19.3% | +46.6% | -27.2% | -2.6% |
| YTD | +40.9% | +60.0% | -19.1% | +9.4% |
| 1Y | +54.5% | +70.8% | -16.3% | +15.0% |
| 3Y | +123.4% | +187.5% | -64.1% | +19.7% |
| 5Y | +142.3% | +426.1% | -283.8% | -7.1% |
| All | +403.0% | +731.8% | -328.7% | +45.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling