+37.4%
GILD vs NVT
+73.8%
-36.4%
-21.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.6% | -2.7% | -0.1% |
| 7D | +3.7% | +5.1% | -1.4% | +3.7% |
| 30D | +14.6% | -3.7% | +18.3% | +14.4% |
| 3M | +17.7% | -10.1% | +27.8% | +17.8% |
| 6M | +3.1% | +37.5% | -34.3% | +1.0% |
| YTD | +24.5% | +53.7% | -29.2% | +21.8% |
| 1Y | +37.4% | +70.9% | -33.5% | +33.7% |
| All | +37.4% | +73.8% | -36.4% | +33.7% |
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