+97.2%
ELV vs NVT
+712.1%
-614.9%
-50.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.5% | +1.2% | -0.7% |
| 7D | -2.2% | +7.0% | -9.2% | -3.8% |
| 30D | -0.2% | -2.3% | +2.1% | 0.0% |
| 3M | -6.1% | -3.1% | -3.0% | -6.5% |
| 6M | +42.8% | +47.0% | -4.2% | +26.8% |
| YTD | +14.4% | +56.2% | -41.8% | -0.6% |
| 1Y | +28.6% | +74.5% | -45.9% | +7.7% |
| 3Y | -7.4% | +184.0% | -191.4% | -38.0% |
| 5Y | +14.5% | +410.8% | -396.3% | -41.9% |
| All | +97.2% | +712.1% | -614.9% | -27.2% |
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