+34.0%
CDE vs NVT
+71.6%
-37.6%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +4.6% | -3.5% | -1.2% |
| 7D | -3.1% | +4.1% | -7.2% | -5.3% |
| 30D | +9.5% | -5.1% | +14.6% | +12.0% |
| 3M | +25.5% | -1.2% | +26.7% | +24.0% |
| 6M | -7.9% | +46.6% | -54.5% | -29.2% |
| YTD | +15.6% | +60.0% | -44.4% | -14.7% |
| 1Y | +34.0% | +70.8% | -36.7% | -10.2% |
| All | +34.0% | +71.6% | -37.6% | -10.2% |
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 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