+3.4%
NU vs NVT
+73.8%
-70.4%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +2.6% | -4.6% | -2.6% |
| 7D | +7.5% | +5.1% | +2.4% | +6.3% |
| 30D | +6.1% | -3.7% | +9.9% | +6.8% |
| 3M | +26.8% | -10.1% | +37.0% | +28.6% |
| 6M | +2.5% | +37.5% | -35.0% | -9.8% |
| YTD | -8.2% | +53.7% | -61.9% | -21.4% |
| 1Y | +3.4% | +70.9% | -67.5% | -13.2% |
| All | +3.4% | +73.8% | -70.4% | -13.2% |
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