-63.2%
CSGP vs NVT
+201.4%
-264.6%
-72.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | +8.0% | -12.6% | -5.3% |
| 7D | +1.3% | -15.7% | +16.9% | +2.5% |
| 30D | +10.7% | -36.6% | +47.3% | +15.5% |
| 3M | +3.3% | -34.8% | +38.1% | +6.8% |
| 6M | -10.3% | -38.2% | +27.9% | -7.5% |
| YTD | -54.6% | +4.8% | -59.4% | -60.0% |
| 1Y | -54.6% | -2.8% | -51.8% | -59.3% |
| 3Y | -60.3% | +119.5% | -179.9% | -76.6% |
| All | -63.2% | +201.4% | -264.6% | -83.7% |
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