+136.4%
EQT vs NVT
+694.8%
-558.5%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.1% | +2.7% | +1.2% |
| 7D | -1.2% | +2.0% | -3.2% | -1.8% |
| 30D | +1.1% | -7.2% | +8.3% | +3.0% |
| 3M | +4.8% | -0.9% | +5.7% | +3.4% |
| 6M | -10.6% | +42.6% | -53.2% | -23.1% |
| YTD | +3.4% | +52.9% | -49.4% | -13.9% |
| 1Y | +8.7% | +64.5% | -55.8% | -12.6% |
| 3Y | +35.0% | +178.0% | -143.0% | -15.2% |
| 5Y | +204.2% | +402.8% | -198.5% | +49.5% |
| All | +136.4% | +694.8% | -558.5% | -1.2% |
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