+62.8%
META vs NVT
+394.8%
-332.0%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +2.6% | -1.6% | 0.0% |
| 7D | +6.7% | +5.1% | +1.6% | +4.7% |
| 30D | +4.8% | -3.7% | +8.5% | +5.9% |
| 3M | -1.6% | -10.1% | +8.5% | +0.9% |
| 6M | -7.5% | +37.5% | -44.9% | -22.3% |
| YTD | -6.4% | +53.7% | -60.1% | -25.7% |
| 1Y | -17.3% | +70.9% | -88.2% | -38.4% |
| 3Y | +109.9% | +180.4% | -70.5% | +9.1% |
| All | +62.8% | +394.8% | -332.0% | -44.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling