+51.1%
NEM vs NVT
+3.0%
+48.1%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | -12.7% | +22.6% | +13.0% |
| 7D | +3.7% | -19.5% | +23.2% | +9.3% |
| 30D | +2.0% | -32.4% | +34.4% | +13.3% |
| 3M | +21.1% | -30.3% | +51.5% | +32.5% |
| 6M | +9.5% | -30.4% | +40.0% | +19.1% |
| YTD | +19.1% | +11.3% | +7.7% | +6.8% |
| 1Y | +51.1% | +3.6% | +47.5% | +42.7% |
| All | +51.1% | +3.0% | +48.1% | +42.7% |
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