+311.3%
ARM vs NVT
+198.4%
+112.8%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +4.2% | -0.4% | +0.3% |
| 7D | +11.4% | +10.4% | +1.0% | +2.8% |
| 30D | -7.4% | -1.3% | -6.2% | -6.7% |
| 3M | -24.5% | -0.6% | -23.9% | -23.8% |
| 6M | +128.7% | +53.8% | +74.9% | +65.7% |
| YTD | +139.3% | +60.2% | +79.1% | +65.2% |
| 1Y | +88.0% | +76.8% | +11.2% | +18.4% |
| All | +311.3% | +198.4% | +112.8% | +50.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling