+21.4%
CNC vs NVT
+694.8%
-673.4%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -2.1% | +4.2% | +2.6% |
| 7D | -3.9% | +2.0% | -5.9% | -4.4% |
| 30D | +0.8% | -7.2% | +8.0% | +2.2% |
| 3M | +0.1% | -0.9% | +1.0% | -0.8% |
| 6M | +79.7% | +42.6% | +37.1% | +60.5% |
| YTD | +58.9% | +52.9% | +6.0% | +38.5% |
| 1Y | +109.1% | +64.5% | +44.7% | +77.5% |
| 3Y | 0.0% | +178.0% | -178.0% | -33.4% |
| 5Y | +9.5% | +402.8% | -393.3% | -45.1% |
| All | +21.4% | +694.8% | -673.4% | -54.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling