+60.7%
NEM vs NVT
+71.6%
-10.9%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +4.6% | -4.1% | -0.9% |
| 7D | -1.0% | +4.1% | -5.1% | -2.3% |
| 30D | +7.8% | -5.1% | +13.0% | +9.5% |
| 3M | +30.2% | -1.2% | +31.4% | +29.2% |
| 6M | +9.6% | +46.6% | -37.0% | -5.4% |
| YTD | +27.8% | +60.0% | -32.2% | +8.0% |
| 1Y | +60.7% | +70.8% | -10.1% | +30.8% |
| All | +60.7% | +71.6% | -10.9% | +30.8% |
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