+152.3%
NEE vs NVT
+712.1%
-559.8%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.5% | +1.1% | -1.0% |
| 7D | -0.5% | +7.0% | -7.5% | -1.6% |
| 30D | -1.7% | -2.3% | +0.6% | -1.5% |
| 3M | -1.8% | -3.1% | +1.2% | -2.0% |
| 6M | -8.8% | +47.0% | -55.9% | -15.7% |
| YTD | +5.2% | +56.2% | -51.0% | -4.1% |
| 1Y | +21.3% | +74.5% | -53.2% | +8.0% |
| 3Y | +35.2% | +184.0% | -148.8% | +4.5% |
| 5Y | +10.1% | +410.8% | -400.6% | -27.6% |
| All | +152.3% | +712.1% | -559.8% | +36.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling