+29.4%
B vs NVT
+3.0%
+26.4%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | -12.7% | +21.0% | +11.6% |
| 7D | +1.1% | -19.5% | +20.6% | +6.8% |
| 30D | +0.3% | -32.4% | +32.7% | +11.7% |
| 3M | +5.4% | -30.3% | +35.8% | +15.6% |
| 6M | +5.5% | -30.4% | +36.0% | +15.2% |
| YTD | -6.3% | +11.3% | -17.7% | -14.5% |
| 1Y | +29.4% | +3.6% | +25.8% | +24.4% |
| All | +29.4% | +3.0% | +26.4% | +24.4% |
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