+62.1%
DAL vs NVT
+3.0%
+59.1%
-22.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.2% | -12.7% | +19.9% | +9.7% |
| 7D | +11.1% | -19.5% | +30.5% | +16.0% |
| 30D | +7.7% | -32.4% | +40.1% | +17.6% |
| 3M | -3.5% | -30.3% | +26.8% | +3.9% |
| 6M | +31.3% | -30.4% | +61.8% | +39.3% |
| YTD | +30.0% | +11.3% | +18.6% | +13.2% |
| 1Y | +62.1% | +3.6% | +58.5% | +47.2% |
| All | +62.1% | +3.0% | +59.1% | +47.2% |
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