-17.1%
NOW vs NVT
+131.8%
-148.9%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +7.7% | -7.0% | +0.1% |
| 7D | -3.1% | -7.5% | +4.4% | -2.6% |
| 30D | -27.0% | -31.5% | +4.5% | -25.0% |
| 3M | -17.7% | -30.4% | +12.7% | -15.8% |
| 6M | +12.7% | -32.5% | +45.2% | +15.0% |
| YTD | -32.9% | +12.9% | -45.9% | -41.1% |
| 1Y | -40.4% | +3.7% | -44.1% | -46.4% |
| 3Y | -17.1% | +135.8% | -152.9% | -50.3% |
| All | -17.1% | +131.8% | -148.9% | -50.3% |
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 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