-54.9%
CSGP vs NVT
-0.2%
-54.6%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -1.7% | -1.2% | -3.5% |
| 7D | -3.2% | -13.0% | +9.8% | -7.3% |
| 30D | +2.2% | -32.7% | +34.9% | -8.5% |
| 3M | -3.7% | -30.6% | +26.9% | -12.3% |
| 6M | -7.4% | -33.6% | +26.2% | -15.7% |
| YTD | -54.9% | +11.0% | -65.9% | -56.1% |
| 1Y | -54.9% | +0.8% | -55.7% | -56.1% |
| All | -54.9% | -0.2% | -54.6% | -56.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling