+17.9%
NOW vs NVT
+189.8%
-171.9%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +2.6% | -5.6% | -3.3% |
| 7D | -2.4% | +5.1% | -7.5% | -3.0% |
| 30D | +20.5% | -3.7% | +24.2% | +20.7% |
| 3M | +18.3% | -10.1% | +28.5% | +19.3% |
| 6M | +24.1% | +37.5% | -13.4% | +10.7% |
| YTD | -7.8% | +53.7% | -61.5% | -21.3% |
| 1Y | -21.4% | +70.9% | -92.3% | -36.3% |
| All | +17.9% | +189.8% | -171.9% | -31.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling