+180.7%
NVT vs ACI
-45.1%
+225.8%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -2.4% | -0.1% | -2.8% |
| 7D | +7.0% | -5.0% | +12.0% | +6.4% |
| 30D | -2.3% | -2.3% | 0.0% | -2.6% |
| 3M | -3.1% | -23.2% | +20.1% | -4.6% |
| 6M | +47.0% | -29.5% | +76.5% | +44.2% |
| YTD | +56.2% | -28.6% | +84.8% | +52.8% |
| 1Y | +74.5% | -34.0% | +108.6% | +71.9% |
| All | +180.7% | -45.1% | +225.8% | +189.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling