-10.6%
BA vs NVT
+3.0%
-13.6%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -12.7% | +14.8% | +3.5% |
| 7D | +5.9% | -19.5% | +25.4% | +8.5% |
| 30D | -8.2% | -32.4% | +24.2% | -3.3% |
| 3M | -25.4% | -30.3% | +5.0% | -22.1% |
| 6M | -20.0% | -30.4% | +10.4% | -17.2% |
| YTD | -18.5% | +11.3% | -29.8% | -23.3% |
| 1Y | -10.6% | +3.6% | -14.2% | -15.7% |
| All | -10.6% | +3.0% | -13.6% | -15.7% |
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