+65.9%
BLK vs NVT
+190.9%
-125.0%
-23.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +4.6% | -3.0% | +0.5% |
| 7D | -3.3% | +4.1% | -7.4% | -4.3% |
| 30D | -6.5% | -5.1% | -1.4% | -5.6% |
| 3M | +6.7% | -1.2% | +7.9% | +6.0% |
| 6M | +14.7% | +46.6% | -31.8% | +1.4% |
| YTD | +2.5% | +60.0% | -57.5% | -11.8% |
| 1Y | -2.8% | +70.8% | -73.6% | -18.4% |
| 3Y | +65.9% | +187.5% | -121.7% | +4.9% |
| All | +65.9% | +190.9% | -125.0% | +4.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling