+71.6%
CRH vs NVT
+190.9%
-119.3%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +4.6% | -3.6% | -0.6% |
| 7D | -6.1% | +4.1% | -10.1% | -7.5% |
| 30D | -9.3% | -5.1% | -4.1% | -7.9% |
| 3M | -15.2% | -1.2% | -14.0% | -16.1% |
| 6M | -14.2% | +46.6% | -60.8% | -28.9% |
| YTD | -28.3% | +60.0% | -88.2% | -43.0% |
| 1Y | -21.8% | +70.8% | -92.6% | -40.2% |
| 3Y | +71.6% | +187.5% | -115.9% | -5.4% |
| All | +71.6% | +190.9% | -119.3% | -5.4% |
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 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