+153.8%
B vs NVT
+425.5%
-271.7%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +4.2% | -5.6% | -2.2% |
| 7D | +2.3% | +10.4% | -8.0% | +0.6% |
| 30D | +1.4% | -1.3% | +2.6% | +1.4% |
| 3M | +12.2% | -0.6% | +12.8% | +11.8% |
| 6M | -2.1% | +53.8% | -55.9% | -8.8% |
| YTD | +2.9% | +60.2% | -57.2% | -4.3% |
| 1Y | +55.3% | +76.8% | -21.5% | +42.7% |
| 3Y | +198.7% | +191.2% | +7.5% | +157.7% |
| 5Y | +153.8% | +430.9% | -277.2% | +108.6% |
| All | +153.8% | +425.5% | -271.7% | +108.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling