+152.1%
NFLX vs NVT
+731.8%
-579.7%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +4.6% | -2.8% | +0.9% |
| 7D | -1.1% | +4.1% | -5.2% | -1.9% |
| 30D | +4.3% | -5.1% | +9.4% | +5.0% |
| 3M | -4.8% | -1.2% | -3.6% | -5.8% |
| 6M | -18.4% | +46.6% | -65.0% | -27.8% |
| YTD | -17.4% | +60.0% | -77.4% | -29.1% |
| 1Y | -35.7% | +70.8% | -106.5% | -46.0% |
| 3Y | +73.8% | +187.5% | -113.8% | +21.4% |
| 5Y | +29.3% | +426.1% | -396.9% | -24.3% |
| All | +152.1% | +731.8% | -579.7% | +30.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling