-31.9%
ADSK vs NVT
+73.8%
-105.7%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.3% | +2.6% | -10.9% | -7.9% |
| 7D | -16.4% | +5.1% | -21.5% | -15.8% |
| 30D | -9.2% | -3.7% | -5.5% | -9.7% |
| 3M | -6.7% | -10.1% | +3.4% | -6.4% |
| 6M | -15.5% | +37.5% | -53.0% | -16.7% |
| YTD | -26.4% | +53.7% | -80.1% | -29.0% |
| 1Y | -31.9% | +70.9% | -102.8% | -35.5% |
| All | -31.9% | +73.8% | -105.7% | -35.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling