+174.6%
ARM vs NVT
+95.3%
+79.3%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +8.0% | -3.2% | -1.8% |
| 7D | -15.2% | -15.7% | +0.5% | -3.2% |
| 30D | -40.7% | -36.6% | -4.1% | -14.5% |
| 3M | -39.1% | -34.8% | -4.2% | -14.1% |
| 6M | -26.4% | -38.2% | +11.8% | +10.0% |
| YTD | +59.7% | +4.8% | +54.9% | +55.3% |
| 1Y | +10.3% | -2.8% | +13.1% | +13.4% |
| 3Y | +228.9% | +119.5% | +109.3% | +54.6% |
| All | +174.6% | +95.3% | +79.3% | +41.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling