+95.1%
META vs NVT
+118.7%
-23.6%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +8.0% | -7.1% | -1.2% |
| 7D | -0.8% | -15.7% | +14.9% | +3.1% |
| 30D | -15.4% | -36.6% | +21.2% | -5.5% |
| 3M | +3.5% | -34.8% | +38.4% | +14.0% |
| 6M | -0.3% | -38.2% | +38.0% | +10.6% |
| YTD | -7.3% | +4.8% | -12.2% | -15.4% |
| 1Y | -1.1% | -2.8% | +1.7% | -7.6% |
| 3Y | +95.1% | +119.5% | -24.5% | +22.1% |
| All | +95.1% | +118.7% | -23.6% | +22.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling