-1.6%
MDLN vs NVT
+11.3%
-12.9%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +18.4% | -12.7% | +31.1% | +16.9% |
| 7D | +24.7% | -19.5% | +44.1% | +22.9% |
| 30D | +12.7% | -32.4% | +45.1% | +10.9% |
| 3M | -4.0% | -30.3% | +26.3% | -5.3% |
| 6M | -8.7% | -30.4% | +21.8% | -10.1% |
| YTD | -3.9% | +11.3% | -15.3% | -7.7% |
| All | -1.6% | +11.3% | -12.9% | -5.1% |
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 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