-11.8%
AXP vs NVT
-5.8%
-6.0%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +8.0% | -9.2% | -1.7% |
| 7D | +0.6% | -15.7% | +16.3% | +1.5% |
| 30D | +5.8% | -36.6% | +42.4% | +9.0% |
| 3M | -6.0% | -34.8% | +28.8% | -3.7% |
| 6M | +0.3% | -38.2% | +38.5% | +2.8% |
| YTD | -12.3% | +4.8% | -17.1% | -19.3% |
| All | -11.8% | -5.8% | -6.0% | -16.4% |
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 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