+25.0%
FLEX vs NVT
+3.0%
+22.0%
-52.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.3% | -12.7% | +0.4% | -0.7% |
| 7D | -17.0% | -19.5% | +2.5% | +1.1% |
| 30D | -33.8% | -32.4% | -1.4% | -5.5% |
| 3M | -39.0% | -30.3% | -8.7% | -15.4% |
| 6M | -15.9% | -30.4% | +14.5% | +18.3% |
| YTD | +27.8% | +11.3% | +16.5% | +24.4% |
| 1Y | +25.0% | +3.6% | +21.4% | +30.9% |
| All | +25.0% | +3.0% | +22.0% | +30.9% |
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