-21.2%
CSGP vs NVT
+477.1%
-498.3%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -1.7% | -1.2% | -2.6% |
| 7D | -3.2% | -13.0% | +9.8% | -1.2% |
| 30D | +2.2% | -32.7% | +34.9% | +9.0% |
| 3M | -3.7% | -30.6% | +26.9% | +1.2% |
| 6M | -7.4% | -33.6% | +26.2% | -3.4% |
| YTD | -54.9% | +11.0% | -65.9% | -60.3% |
| 1Y | -54.9% | +0.8% | -55.7% | -59.3% |
| 3Y | -61.9% | +125.7% | -187.6% | -75.4% |
| 5Y | -63.1% | +231.1% | -294.2% | -79.6% |
| All | -21.2% | +477.1% | -498.3% | -66.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling