+695.6%
AVGO vs NVT
+399.9%
+295.7%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.1% | +1.2% | +0.4% |
| 7D | +1.0% | +2.0% | -1.0% | -0.3% |
| 30D | -13.3% | -7.2% | -6.1% | -9.6% |
| 3M | -2.9% | -0.9% | -2.0% | -4.1% |
| 6M | +5.7% | +42.6% | -36.9% | -18.5% |
| YTD | +4.6% | +52.9% | -48.2% | -24.0% |
| 1Y | -1.6% | +64.5% | -66.1% | -32.2% |
| 3Y | +336.2% | +178.0% | +158.2% | +106.0% |
| 5Y | +695.6% | +402.8% | +292.9% | +159.6% |
| All | +695.6% | +399.9% | +295.7% | +159.6% |
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