+911.5%
BE vs NVT
+623.2%
+288.3%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | +2.6% | +4.8% | +4.9% |
| 7D | +20.0% | +5.1% | +14.9% | +14.6% |
| 30D | +7.9% | -3.7% | +11.6% | +11.8% |
| 3M | -13.2% | -10.1% | -3.1% | -0.4% |
| 6M | +53.5% | +37.5% | +16.0% | +20.1% |
| YTD | +191.0% | +53.7% | +137.3% | +108.1% |
| 1Y | +360.5% | +70.9% | +289.7% | +215.8% |
| 3Y | +1,568.0% | +180.4% | +1,387.6% | +607.1% |
| 5Y | +1,055.2% | +393.5% | +661.7% | +193.0% |
| All | +911.5% | +623.2% | +288.3% | +36.3% |
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