+5.6%
CNC vs NVT
+419.5%
-413.9%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +4.6% | -3.1% | +1.3% |
| 7D | -0.9% | +4.1% | -5.0% | -1.2% |
| 30D | -1.0% | -5.1% | +4.2% | -0.7% |
| 3M | +4.5% | -1.2% | +5.7% | +4.3% |
| 6M | +85.2% | +46.6% | +38.6% | +78.9% |
| YTD | +61.4% | +60.0% | +1.4% | +54.5% |
| 1Y | +94.9% | +70.8% | +24.1% | +85.2% |
| 3Y | 0.0% | +187.5% | -187.5% | -14.8% |
| All | +5.6% | +419.5% | -413.9% | -27.9% |
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