+87.7%
ARM vs NVT
+72.6%
+15.1%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -2.5% | +3.5% | +3.0% |
| 7D | +12.5% | +7.0% | +5.5% | +6.5% |
| 30D | -1.4% | -2.3% | +1.0% | +0.2% |
| 3M | -18.7% | -3.1% | -15.6% | -16.4% |
| 6M | +124.6% | +47.0% | +77.6% | +82.5% |
| YTD | +141.7% | +56.2% | +85.5% | +85.2% |
| 1Y | +87.7% | +74.5% | +13.1% | +24.2% |
| All | +87.7% | +72.6% | +15.1% | +24.2% |
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