+114.8%
NOK vs NVT
+712.1%
-597.4%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -2.5% | +3.5% | +1.9% |
| 7D | +9.3% | +7.0% | +2.4% | +6.8% |
| 30D | +17.9% | -2.3% | +20.2% | +18.8% |
| 3M | -22.3% | -3.1% | -19.2% | -21.2% |
| 6M | +36.4% | +47.0% | -10.7% | +21.5% |
| YTD | +66.3% | +56.2% | +10.1% | +44.9% |
| 1Y | +134.4% | +74.5% | +59.9% | +95.8% |
| 3Y | +186.6% | +184.0% | +2.6% | +90.5% |
| 5Y | +102.7% | +410.8% | -308.1% | +6.1% |
| All | +114.8% | +712.1% | -597.4% | -10.0% |
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