+10.1%
KMB vs NVT
+4.7%
+5.5%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.7% | +2.8% | +2.0% |
| 7D | +0.9% | +8.0% | -7.1% | +2.0% |
| 30D | +10.1% | -24.8% | +34.9% | +6.7% |
| 3M | 0.0% | -32.4% | +32.5% | -3.9% |
| 6M | +15.7% | -33.5% | +49.2% | +11.8% |
| YTD | +12.6% | +13.2% | -0.5% | +9.2% |
| 1Y | +10.1% | +9.0% | +1.2% | +7.0% |
| All | +10.1% | +4.7% | +5.5% | +7.0% |
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 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