+40.5%
ALL vs NVT
+3.0%
+37.5%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -12.7% | +15.6% | +0.5% |
| 7D | +7.5% | -19.5% | +27.0% | +3.7% |
| 30D | +19.7% | -32.4% | +52.1% | +12.3% |
| 3M | +2.9% | -30.3% | +33.2% | -2.7% |
| 6M | +23.5% | -30.4% | +54.0% | +17.5% |
| YTD | +31.1% | +11.3% | +19.8% | +29.7% |
| 1Y | +40.5% | +3.6% | +36.9% | +39.0% |
| All | +40.5% | +3.0% | +37.5% | +39.0% |
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