+191.2%
NVT vs ACGL
+29.4%
+161.9%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACGL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -2.4% | +6.6% | +4.2% |
| 7D | +10.4% | -2.9% | +13.3% | +10.4% |
| 30D | -1.3% | -2.8% | +1.5% | -1.3% |
| 3M | -0.6% | +6.8% | -7.4% | -1.8% |
| 6M | +53.8% | -1.5% | +55.3% | +53.5% |
| YTD | +60.2% | -0.2% | +60.4% | +59.3% |
| 1Y | +76.8% | +5.3% | +71.5% | +73.4% |
| 3Y | +191.2% | +30.3% | +161.0% | +162.3% |
| All | +191.2% | +29.4% | +161.9% | +162.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ACGL.
Daily Out/Under-Performance
Portfolio return minus ACGL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACGL 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 ACGL 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