+106.3%
DAL vs NVT
+425.5%
-319.2%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +4.2% | -5.7% | -3.6% |
| 7D | +3.4% | +10.4% | -7.0% | -1.7% |
| 30D | -13.6% | -1.3% | -12.3% | -13.4% |
| 3M | +1.2% | -0.6% | +1.8% | -0.6% |
| 6M | +34.5% | +53.8% | -19.3% | +2.8% |
| YTD | +14.7% | +60.2% | -45.5% | -14.9% |
| 1Y | +29.2% | +76.8% | -47.5% | -10.4% |
| 3Y | +100.0% | +191.2% | -91.3% | -8.2% |
| 5Y | +106.3% | +430.9% | -324.6% | -40.8% |
| All | +106.3% | +425.5% | -319.2% | -40.8% |
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 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