-10.3%
CSGP vs NVT
-38.7%
+28.4%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | +8.0% | -12.6% | -1.1% |
| 7D | +1.3% | -15.7% | +16.9% | -5.8% |
| 30D | +10.7% | -36.6% | +47.3% | -8.1% |
| 3M | +3.3% | -34.8% | +38.1% | -12.4% |
| 6M | -10.3% | -38.2% | +27.9% | -24.8% |
| All | -10.3% | -38.7% | +28.4% | -24.8% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling