+269.3%
C vs NVT
+193.5%
+75.7%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +4.2% | -4.9% | -2.2% |
| 7D | +3.2% | +10.4% | -7.2% | -0.4% |
| 30D | +1.3% | -1.3% | +2.6% | +1.4% |
| 3M | +3.1% | -0.6% | +3.7% | +2.0% |
| 6M | +29.6% | +53.8% | -24.1% | +7.4% |
| YTD | +19.0% | +60.2% | -41.2% | -3.3% |
| 1Y | +45.6% | +76.8% | -31.1% | +12.8% |
| 3Y | +269.3% | +191.2% | +78.0% | +117.5% |
| All | +269.3% | +193.5% | +75.7% | +117.5% |
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