+45.6%
BMY vs NVT
+3.0%
+42.6%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -12.7% | +16.7% | +2.6% |
| 7D | +6.0% | -19.5% | +25.5% | +3.9% |
| 30D | +9.1% | -32.4% | +41.5% | +5.8% |
| 3M | -2.6% | -30.3% | +27.8% | -5.2% |
| 6M | +13.1% | -30.4% | +43.6% | +9.6% |
| YTD | +23.0% | +11.3% | +11.7% | +17.1% |
| 1Y | +45.6% | +3.6% | +42.0% | +38.8% |
| All | +45.6% | +3.0% | +42.6% | +38.8% |
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