+163.8%
MPC vs NVT
+118.7%
+45.1%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +8.0% | -9.2% | -2.4% |
| 7D | -16.2% | -15.7% | -0.5% | -14.0% |
| 30D | -15.7% | -36.6% | +20.9% | -10.2% |
| 3M | +24.9% | -34.8% | +59.7% | +32.1% |
| 6M | +52.7% | -38.2% | +90.9% | +61.9% |
| YTD | +131.9% | +4.8% | +127.0% | +116.9% |
| 1Y | +96.6% | -2.8% | +99.4% | +87.2% |
| 3Y | +163.8% | +119.5% | +44.2% | +62.5% |
| All | +163.8% | +118.7% | +45.1% | +62.5% |
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