-0.3%
AXP vs NVT
+73.8%
-74.1%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +2.6% | -3.7% | -1.4% |
| 7D | -2.1% | +5.1% | -7.2% | -2.6% |
| 30D | -6.5% | -3.7% | -2.8% | -6.3% |
| 3M | +4.6% | -10.1% | +14.8% | +5.2% |
| 6M | +5.4% | +37.5% | -32.0% | -1.7% |
| YTD | -11.1% | +53.7% | -64.9% | -18.4% |
| 1Y | -0.3% | +70.9% | -71.2% | -8.2% |
| All | -0.3% | +73.8% | -74.1% | -8.2% |
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