+46.1%
GOOGL vs NVT
+73.8%
-27.7%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +2.6% | -3.8% | -1.6% |
| 7D | -2.3% | +5.1% | -7.4% | -3.2% |
| 30D | -6.6% | -3.7% | -2.9% | -6.3% |
| 3M | -9.0% | -10.1% | +1.1% | -7.8% |
| 6M | +11.8% | +37.5% | -25.7% | +1.7% |
| YTD | +8.3% | +53.7% | -45.5% | -4.5% |
| 1Y | +46.1% | +70.9% | -24.7% | +24.9% |
| All | +46.1% | +73.8% | -27.7% | +24.9% |
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