+5.5%
GD vs NVT
+1.5%
+4.0%
-17.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +7.7% | -5.5% | +2.1% |
| 7D | -3.0% | -7.5% | +4.4% | -3.0% |
| 30D | +9.3% | -31.5% | +40.8% | +9.2% |
| 3M | -7.2% | -30.4% | +23.2% | -7.3% |
| 6M | +5.5% | -32.5% | +37.9% | +4.8% |
| YTD | +9.5% | +12.9% | -3.4% | +1.5% |
| All | +5.5% | +1.5% | +4.0% | -0.6% |
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