+384.5%
ALAB vs NVT
+126.7%
+257.8%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -2.5% | +6.5% | +6.5% |
| 7D | +9.6% | +7.0% | +2.6% | +1.9% |
| 30D | -5.3% | -2.3% | -2.9% | -3.9% |
| 3M | -12.0% | -3.1% | -9.0% | -7.8% |
| 6M | +145.7% | +47.0% | +98.7% | +73.3% |
| YTD | +80.7% | +56.2% | +24.5% | +19.3% |
| 1Y | +40.1% | +74.5% | -34.4% | -16.1% |
| All | +384.5% | +126.7% | +257.8% | +123.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling