+402.8%
NVT vs A
-16.6%
+419.3%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.1% | -1.0% | -1.7% |
| 7D | +2.0% | -4.6% | +6.6% | +4.0% |
| 30D | -7.2% | -4.3% | -2.9% | -5.7% |
| 3M | -0.9% | +8.9% | -9.8% | -5.2% |
| 6M | +42.6% | +24.5% | +18.1% | +26.9% |
| YTD | +52.9% | +5.8% | +47.1% | +46.6% |
| 1Y | +64.5% | +16.2% | +48.2% | +50.4% |
| 3Y | +178.0% | +28.5% | +149.5% | +135.0% |
| 5Y | +402.8% | -16.3% | +419.1% | +378.7% |
| All | +402.8% | -16.6% | +419.3% | +378.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling