+1,264.4%
BE vs NVT
+419.5%
+844.9%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | +4.6% | +2.0% | +2.0% |
| 7D | +9.0% | +4.1% | +5.0% | +5.2% |
| 30D | +16.3% | -5.1% | +21.4% | +22.7% |
| 3M | +10.8% | -1.2% | +12.0% | +16.1% |
| 6M | +73.2% | +46.6% | +26.6% | +26.0% |
| YTD | +217.4% | +60.0% | +157.4% | +117.1% |
| 1Y | +309.8% | +70.8% | +239.0% | +177.9% |
| 3Y | +1,726.2% | +187.5% | +1,538.6% | +662.1% |
| All | +1,264.4% | +419.5% | +844.9% | +226.6% |
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