+1,381.0%
NET vs NVT
+471.0%
+910.0%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -12.7% | +10.1% | +2.1% |
| 7D | -16.4% | -19.5% | +3.1% | -9.5% |
| 30D | -25.8% | -32.4% | +6.6% | -14.8% |
| 3M | -11.5% | -30.3% | +18.8% | -0.6% |
| 6M | +18.9% | -30.4% | +49.4% | +31.5% |
| YTD | +35.2% | +11.3% | +23.9% | +22.1% |
| 1Y | +14.5% | +3.6% | +10.9% | +6.3% |
| 3Y | +313.8% | +132.6% | +181.2% | +173.7% |
| 5Y | +32.6% | +227.3% | -194.8% | -21.1% |
| All | +1,381.0% | +471.0% | +910.0% | +755.4% |
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