+105.9%
GILD vs NVT
+190.9%
-85.0%
-26.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +4.6% | -5.4% | -0.7% |
| 7D | -4.8% | +4.1% | -8.9% | -4.8% |
| 30D | +5.8% | -5.1% | +10.9% | +5.8% |
| 3M | +14.9% | -1.2% | +16.1% | +15.0% |
| 6M | -0.4% | +46.6% | -46.9% | -1.2% |
| YTD | +18.5% | +60.0% | -41.5% | +17.4% |
| 1Y | +25.1% | +70.8% | -45.7% | +23.8% |
| 3Y | +105.9% | +187.5% | -81.7% | +89.2% |
| All | +105.9% | +190.9% | -85.0% | +89.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling