+75.5%
EOG vs NVT
+731.8%
-656.3%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +4.6% | -4.7% | -1.9% |
| 7D | +1.5% | +4.1% | -2.6% | -0.2% |
| 30D | +2.9% | -5.1% | +8.1% | +4.5% |
| 3M | +8.7% | -1.2% | +9.9% | +6.8% |
| 6M | +12.9% | +46.6% | -33.7% | -8.9% |
| YTD | +43.8% | +60.0% | -16.2% | +10.2% |
| 1Y | +27.1% | +70.8% | -43.7% | -7.1% |
| 3Y | +25.9% | +187.5% | -161.6% | -36.9% |
| 5Y | +177.9% | +426.1% | -248.2% | -9.7% |
| All | +75.5% | +731.8% | -656.3% | -54.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling