+103.0%
DAL vs NVT
+181.7%
-78.7%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +2.6% | -0.8% | +0.7% |
| 7D | +0.1% | +5.1% | -5.0% | -2.0% |
| 30D | -13.9% | -3.7% | -10.2% | -12.8% |
| 3M | +1.1% | -10.1% | +11.2% | +4.1% |
| 6M | +26.2% | +37.5% | -11.2% | +5.5% |
| YTD | +16.4% | +53.7% | -37.3% | -8.3% |
| 1Y | +33.9% | +70.9% | -37.0% | -0.9% |
| All | +103.0% | +181.7% | -78.7% | -0.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling