+1,917.1%
AVGO vs NVT
+732.7%
+1,184.3%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +4.2% | -1.2% | +0.5% |
| 7D | -0.3% | +10.4% | -10.7% | -6.0% |
| 30D | -13.8% | -1.3% | -12.6% | -13.7% |
| 3M | -6.9% | -0.6% | -6.3% | -7.9% |
| 6M | +11.9% | +53.8% | -41.8% | -15.2% |
| YTD | +6.9% | +60.2% | -53.3% | -21.7% |
| 1Y | +7.4% | +76.8% | -69.4% | -25.8% |
| 3Y | +345.6% | +191.2% | +154.3% | +126.0% |
| 5Y | +718.9% | +430.9% | +287.9% | +194.3% |
| All | +1,917.1% | +732.7% | +1,184.3% | +419.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling