+70.8%
NVT vs ACI
-32.3%
+103.1%
-27.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +3.2% | +1.4% | +5.5% |
| 7D | +4.1% | -3.7% | +7.8% | +3.0% |
| 30D | -5.1% | +0.6% | -5.7% | -5.0% |
| 3M | -1.2% | -20.3% | +19.2% | -5.3% |
| 6M | +46.6% | -24.7% | +71.2% | +38.0% |
| YTD | +60.0% | -27.2% | +87.2% | +49.8% |
| 1Y | +70.8% | -32.7% | +103.5% | +56.2% |
| All | +70.8% | -32.3% | +103.1% | +56.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ACI.
Daily Out/Under-Performance
Portfolio return minus ACI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACI 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 ACI 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