+159.6%
BLK vs NVT
+731.8%
-572.2%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +4.6% | -3.0% | -0.2% |
| 7D | -3.3% | +4.1% | -7.4% | -4.9% |
| 30D | -6.5% | -5.1% | -1.4% | -5.0% |
| 3M | +6.7% | -1.2% | +7.9% | +5.3% |
| 6M | +14.7% | +46.6% | -31.8% | -5.7% |
| YTD | +2.5% | +60.0% | -57.5% | -19.2% |
| 1Y | -2.8% | +70.8% | -73.6% | -26.5% |
| 3Y | +65.9% | +187.5% | -121.7% | -8.7% |
| 5Y | +33.0% | +426.1% | -393.2% | -47.3% |
| All | +159.6% | +731.8% | -572.2% | -21.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling