+45.5%
C vs NVT
+66.6%
-21.1%
-14.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.1% | +2.6% | +1.1% |
| 7D | +0.3% | +2.0% | -1.8% | -0.4% |
| 30D | +2.0% | -7.2% | +9.2% | +3.8% |
| 3M | +4.4% | -0.9% | +5.3% | +3.3% |
| 6M | +28.3% | +42.6% | -14.2% | +12.0% |
| YTD | +20.5% | +52.9% | -32.4% | +3.7% |
| 1Y | +45.5% | +64.5% | -18.9% | +23.9% |
| All | +45.5% | +66.6% | -21.1% | +23.9% |
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 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