+130.7%
INTC vs NVT
+694.8%
-564.1%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -2.1% | -3.4% | -4.5% |
| 7D | +9.4% | +2.0% | +7.4% | +8.5% |
| 30D | +2.7% | -7.2% | +9.8% | +6.7% |
| 3M | -6.3% | -0.9% | -5.4% | -4.6% |
| 6M | +114.5% | +42.6% | +71.9% | +85.1% |
| YTD | +171.9% | +52.9% | +119.0% | +127.8% |
| 1Y | +305.0% | +64.5% | +240.5% | +227.5% |
| 3Y | +168.3% | +178.0% | -9.6% | +63.7% |
| 5Y | +102.3% | +402.8% | -300.5% | -6.9% |
| All | +130.7% | +694.8% | -564.1% | -16.1% |
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