+385.7%
GE vs NVT
+731.8%
-346.1%
-61.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +4.6% | -4.8% | -2.5% |
| 7D | -4.0% | +4.1% | -8.1% | -6.1% |
| 30D | -11.4% | -5.1% | -6.3% | -9.5% |
| 3M | -2.6% | -1.2% | -1.4% | -4.2% |
| 6M | -0.3% | +46.6% | -46.9% | -22.2% |
| YTD | +5.4% | +60.0% | -54.6% | -22.1% |
| 1Y | +15.5% | +70.8% | -55.3% | -18.7% |
| 3Y | +260.8% | +187.5% | +73.2% | +72.8% |
| 5Y | +421.6% | +426.1% | -4.5% | +63.6% |
| All | +385.7% | +731.8% | -346.1% | +21.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling