+190.8%
EQT vs NVT
+419.5%
-228.8%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +4.6% | -6.3% | -2.8% |
| 7D | -2.0% | +4.1% | -6.1% | -3.1% |
| 30D | 0.0% | -5.1% | +5.1% | +1.0% |
| 3M | +5.9% | -1.2% | +7.1% | +5.0% |
| 6M | -14.8% | +46.6% | -61.4% | -26.4% |
| YTD | +1.8% | +60.0% | -58.2% | -15.3% |
| 1Y | +7.4% | +70.8% | -63.4% | -13.5% |
| 3Y | +33.6% | +187.5% | -153.9% | -17.7% |
| All | +190.8% | +419.5% | -228.8% | +32.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling