-12.8%
NVO vs NVT
+73.8%
-86.6%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +2.6% | -4.5% | -2.0% |
| 7D | +2.2% | +5.1% | -2.9% | +1.9% |
| 30D | +6.0% | -3.7% | +9.7% | +6.0% |
| 3M | +7.9% | -10.1% | +18.0% | +9.1% |
| 6M | +27.1% | +37.5% | -10.4% | +15.5% |
| YTD | -3.8% | +53.7% | -57.6% | -15.3% |
| 1Y | -12.8% | +70.9% | -83.7% | -29.3% |
| All | -12.8% | +73.8% | -86.6% | -29.3% |
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 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