+750.3%
NVT vs A
+135.4%
+614.8%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +2.7% | +2.0% | +3.3% |
| 7D | +4.1% | -2.6% | +6.7% | +5.5% |
| 30D | -5.1% | -0.9% | -4.2% | -5.0% |
| 3M | -1.2% | +13.6% | -14.8% | -8.4% |
| 6M | +46.6% | +27.8% | +18.7% | +25.2% |
| YTD | +60.0% | +8.6% | +51.4% | +49.2% |
| 1Y | +70.8% | +16.9% | +53.9% | +52.2% |
| 3Y | +187.5% | +32.9% | +154.6% | +128.6% |
| 5Y | +426.1% | -14.1% | +440.2% | +435.6% |
| All | +750.3% | +135.4% | +614.8% | +320.3% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 10y: compounded portfolio wealth divided by compounded A 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…
10y analysis · Full analysis span regression · 6 months rolling