+98.1%
NU vs NVT
+190.9%
-92.8%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +4.6% | -7.3% | -4.3% |
| 7D | -4.9% | +4.1% | -8.9% | -6.3% |
| 30D | +7.8% | -5.1% | +12.9% | +9.4% |
| 3M | +20.9% | -1.2% | +22.1% | +19.6% |
| 6M | +0.9% | +46.6% | -45.7% | -15.9% |
| YTD | -12.7% | +60.0% | -72.7% | -30.0% |
| 1Y | -6.4% | +70.8% | -77.2% | -27.7% |
| 3Y | +98.1% | +187.5% | -89.4% | +18.3% |
| All | +98.1% | +190.9% | -92.8% | +18.3% |
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