+59.7%
DIA vs NVT
+131.3%
-71.6%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.7% | +0.8% | +0.2% |
| 7D | +2.1% | +8.0% | -5.8% | +1.0% |
| 30D | +1.5% | -24.8% | +26.3% | +5.1% |
| 3M | -2.4% | -32.4% | +30.0% | +2.5% |
| 6M | +6.0% | -33.5% | +39.4% | +10.9% |
| YTD | +10.1% | +13.2% | -3.1% | +3.7% |
| 1Y | +11.8% | +9.0% | +2.8% | +5.9% |
| 3Y | +59.7% | +129.4% | -69.7% | +21.9% |
| All | +59.7% | +131.3% | -71.6% | +21.9% |
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