+213.3%
NOW vs NVT
+492.6%
-279.3%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.1% | -1.0% | -1.8% |
| 7D | -1.7% | +17.4% | -19.1% | -5.8% |
| 30D | -27.4% | -28.4% | +1.0% | -21.6% |
| 3M | -19.4% | -32.4% | +13.0% | -12.5% |
| 6M | +13.1% | -32.2% | +45.3% | +20.3% |
| YTD | -34.3% | +14.0% | -48.3% | -43.1% |
| 1Y | -41.8% | +4.3% | -46.0% | -48.1% |
| 3Y | -20.7% | +131.7% | -152.4% | -51.0% |
| 5Y | -27.2% | +232.4% | -259.6% | -61.4% |
| All | +213.3% | +492.6% | -279.3% | +33.1% |
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 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