+41.5%
NU vs NVT
+369.1%
-327.6%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +4.6% | -7.3% | -4.8% |
| 7D | -4.9% | +4.1% | -8.9% | -6.8% |
| 30D | +7.8% | -5.1% | +12.9% | +9.9% |
| 3M | +20.9% | -1.2% | +22.1% | +19.0% |
| 6M | +0.9% | +46.6% | -45.7% | -21.0% |
| YTD | -12.7% | +60.0% | -72.7% | -35.3% |
| 1Y | -6.4% | +70.8% | -77.2% | -34.0% |
| 3Y | +98.1% | +187.5% | -89.4% | -9.9% |
| All | +41.5% | +369.1% | -327.6% | -61.2% |
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 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