-0.3%
BA vs NVT
+425.5%
-425.8%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +4.2% | -4.9% | -2.2% |
| 7D | +2.5% | +10.4% | -7.9% | -1.1% |
| 30D | -10.1% | -1.3% | -8.8% | -10.0% |
| 3M | -2.4% | -0.6% | -1.8% | -3.6% |
| 6M | -8.8% | +53.8% | -62.6% | -24.8% |
| YTD | -2.9% | +60.2% | -63.1% | -21.9% |
| 1Y | -8.8% | +76.8% | -85.5% | -30.4% |
| 3Y | -0.3% | +191.2% | -191.5% | -46.2% |
| 5Y | -0.3% | +430.9% | -431.2% | -65.4% |
| All | -0.3% | +425.5% | -425.8% | -65.4% |
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 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