+112.5%
NET vs NVT
+394.8%
-282.3%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +2.6% | -4.6% | -3.5% |
| 7D | -7.0% | +5.1% | -12.1% | -9.6% |
| 30D | -4.8% | -3.7% | -1.1% | -3.2% |
| 3M | +3.8% | -10.1% | +14.0% | +7.7% |
| 6M | +50.0% | +37.5% | +12.6% | +15.6% |
| YTD | +41.5% | +53.7% | -12.3% | 0.0% |
| 1Y | +32.8% | +70.9% | -38.0% | -12.7% |
| 3Y | +335.9% | +180.4% | +155.5% | +71.3% |
| All | +112.5% | +394.8% | -282.3% | -53.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling