+2.6%
NOW vs NVT
+425.5%
-422.9%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +4.2% | -9.2% | -6.1% |
| 7D | -6.1% | +10.4% | -16.4% | -8.5% |
| 30D | +7.5% | -1.3% | +8.8% | +7.2% |
| 3M | +17.5% | -0.6% | +18.2% | +15.0% |
| 6M | +7.9% | +53.8% | -45.8% | -12.4% |
| YTD | -12.4% | +60.2% | -72.6% | -31.1% |
| 1Y | -28.6% | +76.8% | -105.3% | -47.2% |
| 3Y | +11.8% | +191.2% | -179.4% | -42.6% |
| 5Y | +2.6% | +430.9% | -428.3% | -66.3% |
| All | +2.6% | +425.5% | -422.9% | -66.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling