+180.6%
CEG vs NVT
+193.5%
-12.9%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +4.2% | -4.2% | -2.5% |
| 7D | +6.7% | +10.4% | -3.7% | +0.4% |
| 30D | +11.0% | -1.3% | +12.3% | +11.1% |
| 3M | +19.5% | -0.6% | +20.1% | +17.2% |
| 6M | -5.9% | +53.8% | -59.6% | -33.1% |
| YTD | -15.0% | +60.2% | -75.1% | -42.1% |
| 1Y | +0.6% | +76.8% | -76.1% | -36.4% |
| 3Y | +180.6% | +191.2% | -10.6% | +30.5% |
| All | +180.6% | +193.5% | -12.9% | +30.5% |
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