+287.5%
META vs NVT
+732.7%
-445.2%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +4.2% | -4.7% | -2.0% |
| 7D | +6.0% | +10.4% | -4.3% | +2.4% |
| 30D | +3.6% | -1.3% | +4.9% | +3.7% |
| 3M | +4.9% | -0.6% | +5.5% | +3.4% |
| 6M | -4.7% | +53.8% | -58.5% | -21.1% |
| YTD | -6.9% | +60.2% | -67.1% | -24.5% |
| 1Y | -18.2% | +76.8% | -95.0% | -36.7% |
| 3Y | +107.8% | +191.2% | -83.5% | +25.9% |
| 5Y | +63.9% | +430.9% | -367.0% | -21.3% |
| All | +287.5% | +732.7% | -445.2% | +49.4% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling