+12.3%
NOW vs NVT
-30.8%
+43.1%
-37.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +3.8% | -0.6% | +3.8% |
| 7D | -5.6% | +3.5% | -9.0% | -5.1% |
| 30D | -26.8% | -28.2% | +1.4% | -34.7% |
| 3M | -19.4% | -30.1% | +10.6% | -28.2% |
| 6M | +12.3% | -32.5% | +44.8% | +1.5% |
| All | +12.3% | -30.8% | +43.1% | +1.5% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling