-4.9%
EQT vs NVT
+3.0%
-7.8%
-28.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -12.7% | +9.5% | -3.3% |
| 7D | -6.6% | -19.5% | +12.9% | -6.8% |
| 30D | +2.7% | -32.4% | +35.1% | +2.4% |
| 3M | -0.2% | -30.3% | +30.2% | -0.4% |
| 6M | -10.6% | -30.4% | +19.9% | -10.6% |
| YTD | -1.2% | +11.3% | -12.5% | -2.6% |
| 1Y | -4.9% | +3.6% | -8.4% | -4.4% |
| All | -4.9% | +3.0% | -7.8% | -4.4% |
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 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