+64.9%
INFY vs NVT
+731.8%
-666.9%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +4.6% | -3.2% | +0.5% |
| 7D | -5.4% | +4.1% | -9.5% | -6.3% |
| 30D | -9.9% | -5.1% | -4.7% | -9.1% |
| 3M | -4.6% | -1.2% | -3.4% | -5.9% |
| 6M | -18.5% | +46.6% | -65.0% | -28.6% |
| YTD | -36.5% | +60.0% | -96.5% | -46.1% |
| 1Y | -32.8% | +70.8% | -103.5% | -44.3% |
| 3Y | -32.2% | +187.5% | -219.7% | -54.6% |
| 5Y | -44.7% | +426.1% | -470.8% | -70.4% |
| All | +64.9% | +731.8% | -666.9% | -27.6% |
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