-53.7%
FIS vs NVT
+4.7%
-58.4%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -0.7% | +4.9% | +4.1% |
| 7D | +2.8% | +8.0% | -5.2% | +3.5% |
| 30D | -16.7% | -24.8% | +8.1% | -20.2% |
| 3M | -32.3% | -32.4% | +0.1% | -36.1% |
| 6M | -29.1% | -33.5% | +4.4% | -32.2% |
| YTD | -54.1% | +13.2% | -67.3% | -54.9% |
| 1Y | -53.7% | +9.0% | -62.7% | -54.4% |
| All | -53.7% | +4.7% | -58.4% | -54.4% |
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