+308.0%
NOW vs NVT
+712.1%
-404.1%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.5% | +0.2% | -1.6% |
| 7D | -4.1% | +7.0% | -11.1% | -6.0% |
| 30D | +2.9% | -2.3% | +5.2% | +2.9% |
| 3M | +22.6% | -3.1% | +25.7% | +20.7% |
| 6M | +7.5% | +47.0% | -39.5% | -9.9% |
| YTD | -14.4% | +56.2% | -70.6% | -30.6% |
| 1Y | -29.8% | +74.5% | -104.3% | -46.1% |
| 3Y | +9.2% | +184.0% | -174.8% | -34.1% |
| 5Y | +0.8% | +410.8% | -409.9% | -51.7% |
| All | +308.0% | +712.1% | -404.1% | +62.3% |
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