+218.1%
CB vs NVT
+488.5%
-270.3%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.7% | +1.8% | +1.2% |
| 7D | +2.9% | +8.0% | -5.0% | +1.2% |
| 30D | +7.3% | -24.8% | +32.1% | +12.8% |
| 3M | +9.4% | -32.4% | +41.8% | +17.1% |
| 6M | +19.6% | -33.5% | +53.1% | +26.9% |
| YTD | +21.5% | +13.2% | +8.3% | +9.5% |
| 1Y | +28.0% | +9.0% | +19.0% | +16.2% |
| 3Y | +74.9% | +129.4% | -54.5% | +13.2% |
| 5Y | +108.1% | +230.1% | -121.9% | +11.5% |
| All | +218.1% | +488.5% | -270.3% | +27.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling