+140.2%
DHR vs NVT
+712.1%
-571.9%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.5% | +2.3% | +0.4% |
| 7D | -2.4% | +7.0% | -9.4% | -3.9% |
| 30D | -2.2% | -2.3% | +0.2% | -2.0% |
| 3M | +9.0% | -3.1% | +12.0% | +8.3% |
| 6M | +3.5% | +47.0% | -43.6% | -8.5% |
| YTD | -10.1% | +56.2% | -66.3% | -22.2% |
| 1Y | +6.2% | +74.5% | -68.4% | -11.3% |
| 3Y | -5.4% | +184.0% | -189.4% | -34.0% |
| 5Y | -27.9% | +410.8% | -438.7% | -57.9% |
| All | +140.2% | +712.1% | -571.9% | +17.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling