-52.9%
NVO vs NVT
+190.9%
-243.8%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +4.6% | -6.8% | -2.7% |
| 7D | -7.6% | +4.1% | -11.6% | -8.1% |
| 30D | -6.0% | -5.1% | -0.8% | -5.5% |
| 3M | -0.8% | -1.2% | +0.4% | -1.3% |
| 6M | +16.5% | +46.6% | -30.1% | +6.6% |
| YTD | -11.1% | +60.0% | -71.1% | -20.1% |
| 1Y | -16.7% | +70.8% | -87.5% | -26.2% |
| 3Y | -52.9% | +187.5% | -240.5% | -64.1% |
| All | -52.9% | +190.9% | -243.8% | -64.1% |
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