+102.3%
INTC vs NVT
+399.9%
-297.6%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -2.1% | -3.4% | -4.3% |
| 7D | +9.4% | +2.0% | +7.4% | +8.3% |
| 30D | +2.7% | -7.2% | +9.8% | +7.3% |
| 3M | -6.3% | -0.9% | -5.4% | -4.5% |
| 6M | +114.5% | +42.6% | +71.9% | +82.7% |
| YTD | +171.9% | +52.9% | +119.0% | +124.4% |
| 1Y | +305.0% | +64.5% | +240.5% | +221.9% |
| 3Y | +168.3% | +178.0% | -9.6% | +54.4% |
| 5Y | +102.3% | +402.8% | -300.5% | -17.0% |
| All | +102.3% | +399.9% | -297.6% | -17.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling