+100.5%
FLEX vs NVT
+72.6%
+27.9%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.5% | +1.1% | +0.7% |
| 7D | +6.4% | +7.0% | -0.6% | +0.4% |
| 30D | -5.9% | -2.3% | -3.5% | -3.9% |
| 3M | -23.5% | -3.1% | -20.4% | -21.2% |
| 6M | +83.7% | +47.0% | +36.7% | +42.3% |
| YTD | +86.5% | +56.2% | +30.3% | +39.0% |
| 1Y | +100.5% | +74.5% | +26.0% | +36.6% |
| All | +100.5% | +72.6% | +27.9% | +36.6% |
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