-29.8%
NOW vs NVT
+72.6%
-102.3%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.5% | +0.2% | -3.0% |
| 7D | -4.1% | +7.0% | -11.1% | -2.3% |
| 30D | +2.9% | -2.3% | +5.2% | +2.5% |
| 3M | +22.6% | -3.1% | +25.7% | +23.2% |
| 6M | +7.5% | +47.0% | -39.5% | +13.7% |
| YTD | -14.4% | +56.2% | -70.6% | -9.9% |
| 1Y | -29.8% | +74.5% | -104.3% | -27.8% |
| All | -29.8% | +72.6% | -102.3% | -27.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling