+568.0%
GOOGL vs NVT
+732.7%
-164.7%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +4.2% | -4.2% | -1.4% |
| 7D | +1.1% | +10.4% | -9.3% | -2.1% |
| 30D | -4.4% | -1.3% | -3.2% | -4.5% |
| 3M | -6.8% | -0.6% | -6.2% | -7.9% |
| 6M | +13.6% | +53.8% | -40.2% | -3.9% |
| YTD | +8.3% | +60.2% | -51.9% | -10.2% |
| 1Y | +44.9% | +76.8% | -31.8% | +15.5% |
| 3Y | +150.5% | +191.2% | -40.8% | +58.9% |
| 5Y | +137.7% | +430.9% | -293.2% | +18.4% |
| All | +568.0% | +732.7% | -164.7% | +163.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling