+45.2%
NU vs NVT
+358.0%
-312.8%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -2.5% | +0.3% | -1.0% |
| 7D | -2.6% | +7.0% | -9.6% | -5.8% |
| 30D | +8.2% | -2.3% | +10.6% | +8.9% |
| 3M | +26.3% | -3.1% | +29.3% | +25.5% |
| 6M | +2.2% | +47.0% | -44.8% | -20.1% |
| YTD | -10.4% | +56.2% | -66.6% | -32.7% |
| 1Y | -3.0% | +74.5% | -77.5% | -32.6% |
| 3Y | +120.3% | +184.0% | -63.8% | +0.5% |
| All | +45.2% | +358.0% | -312.8% | -59.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling