+297.0%
MXL vs NVT
+3.0%
+294.0%
-55.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.1% | -12.7% | +1.6% | +3.5% |
| 7D | -24.3% | -19.5% | -4.9% | -3.4% |
| 30D | -46.1% | -32.4% | -13.7% | -14.9% |
| 3M | -21.8% | -30.3% | +8.5% | +21.6% |
| 6M | -27.2% | -30.4% | +3.2% | +18.4% |
| YTD | +226.2% | +11.3% | +214.8% | +263.6% |
| 1Y | +297.0% | +3.6% | +293.4% | +381.4% |
| All | +297.0% | +3.0% | +294.0% | +381.4% |
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 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