+293.9%
B vs NVT
+694.8%
-400.9%
-53.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -2.1% | -0.4% | -2.3% |
| 7D | -5.0% | +2.0% | -7.1% | -5.3% |
| 30D | +8.7% | -7.2% | +15.9% | +9.6% |
| 3M | +17.3% | -0.9% | +18.2% | +17.1% |
| 6M | -5.0% | +42.6% | -47.6% | -8.8% |
| YTD | +1.4% | +52.9% | -51.4% | -3.2% |
| 1Y | +50.5% | +64.5% | -14.0% | +42.8% |
| 3Y | +194.4% | +178.0% | +16.4% | +165.4% |
| 5Y | +156.7% | +402.8% | -246.1% | +121.1% |
| All | +293.9% | +694.8% | -400.9% | +212.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling