+358.3%
DELL vs NVT
+71.6%
+286.7%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +4.6% | +7.3% | +9.1% |
| 7D | +8.2% | +4.1% | +4.2% | +5.8% |
| 30D | +17.1% | -5.1% | +22.2% | +20.5% |
| 3M | +45.2% | -1.2% | +46.3% | +43.7% |
| 6M | +286.8% | +46.6% | +240.2% | +218.1% |
| YTD | +354.8% | +60.0% | +294.8% | +248.5% |
| 1Y | +358.3% | +70.8% | +287.5% | +224.5% |
| All | +358.3% | +71.6% | +286.7% | +224.5% |
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