-12.8%
BKNG vs NVT
+73.8%
-86.6%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +2.6% | -3.5% | -0.7% |
| 7D | -6.0% | +5.1% | -11.1% | -5.6% |
| 30D | -6.6% | -3.7% | -2.9% | -6.9% |
| 3M | +15.7% | -10.1% | +25.8% | +16.0% |
| 6M | +14.1% | +37.5% | -23.3% | +11.6% |
| YTD | -9.3% | +53.7% | -63.1% | -12.0% |
| 1Y | -12.8% | +70.9% | -83.6% | -12.0% |
| All | -12.8% | +73.8% | -86.6% | -12.0% |
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