+112.2%
C vs NVT
+227.9%
-115.6%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.7% | +2.0% | +0.9% |
| 7D | -0.4% | -13.0% | +12.6% | +3.9% |
| 30D | -5.2% | -32.7% | +27.5% | +8.0% |
| 3M | -9.1% | -30.6% | +21.5% | +1.4% |
| 6M | -1.6% | -33.6% | +32.0% | +10.4% |
| YTD | +6.9% | +11.0% | -4.1% | -5.0% |
| 1Y | +23.0% | +0.8% | +22.2% | +13.5% |
| 3Y | +216.1% | +125.7% | +90.5% | +85.7% |
| 5Y | +112.2% | +231.1% | -118.9% | -5.5% |
| All | +112.2% | +227.9% | -115.6% | -5.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling