+322.4%
NET vs NVT
+132.3%
+190.1%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -12.7% | +10.1% | +2.5% |
| 7D | -16.4% | -19.5% | +3.1% | -8.9% |
| 30D | -25.8% | -32.4% | +6.6% | -13.8% |
| 3M | -11.5% | -30.3% | +18.8% | +0.3% |
| 6M | +18.9% | -30.4% | +49.4% | +32.2% |
| YTD | +35.2% | +11.3% | +23.9% | +16.1% |
| 1Y | +14.5% | +3.6% | +10.9% | +1.9% |
| All | +322.4% | +132.3% | +190.1% | +84.3% |
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