+113.8%
ALL vs NVT
+126.9%
-13.1%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -1.7% | +4.6% | +2.8% |
| 7D | -0.1% | -13.0% | +12.8% | -0.7% |
| 30D | +13.8% | -32.7% | +46.5% | +11.9% |
| 3M | -2.8% | -30.6% | +27.8% | -4.2% |
| 6M | +23.7% | -33.6% | +57.3% | +22.0% |
| YTD | +27.3% | +11.0% | +16.3% | +23.9% |
| 1Y | +30.5% | +0.8% | +29.8% | +27.6% |
| All | +113.8% | +126.9% | -13.1% | +93.8% |
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