+55.3%
BE vs NVT
+3.0%
+52.3%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | -12.7% | +6.4% | +10.2% |
| 7D | -12.1% | -19.5% | +7.3% | +15.3% |
| 30D | -30.1% | -32.4% | +2.3% | +16.3% |
| 3M | -12.1% | -30.3% | +18.2% | +38.5% |
| 6M | -30.6% | -30.4% | -0.1% | +13.5% |
| YTD | +130.6% | +11.3% | +119.3% | +65.4% |
| 1Y | +55.3% | +3.6% | +51.7% | +40.3% |
| All | +55.3% | +3.0% | +52.3% | +40.3% |
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 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