+131.1%
ADI vs NVT
+399.9%
-268.8%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.1% | +1.1% | 0.0% |
| 7D | +1.3% | +2.0% | -0.7% | +0.2% |
| 30D | -6.0% | -7.2% | +1.2% | -2.8% |
| 3M | -7.7% | -0.9% | -6.8% | -7.7% |
| 6M | +14.0% | +42.6% | -28.6% | -5.5% |
| YTD | +34.4% | +52.9% | -18.5% | +7.0% |
| 1Y | +48.0% | +64.5% | -16.5% | +12.4% |
| 3Y | +113.3% | +178.0% | -64.7% | +11.8% |
| 5Y | +131.1% | +402.8% | -271.7% | -18.6% |
| All | +131.1% | +399.9% | -268.8% | -18.6% |
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 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