+243.0%
B vs NVT
+492.6%
-249.6%
-53.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.1% | -2.1% | -3.0% |
| 7D | -6.2% | +17.4% | -23.6% | -8.0% |
| 30D | -6.6% | -28.4% | +21.7% | -3.2% |
| 3M | -7.9% | -32.4% | +24.5% | -4.0% |
| 6M | -16.8% | -32.2% | +15.3% | -13.5% |
| YTD | -11.7% | +14.0% | -25.7% | -13.1% |
| 1Y | +3.5% | +4.3% | -0.8% | +2.6% |
| 3Y | +165.7% | +131.7% | +34.0% | +145.3% |
| 5Y | +108.4% | +232.4% | -124.0% | +86.3% |
| All | +243.0% | +492.6% | -249.6% | +180.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling