+903.8%
NVT vs ACI
+21.8%
+882.1%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -3.3% | +7.5% | +4.3% |
| 7D | +10.4% | -2.6% | +12.9% | +10.5% |
| 30D | -1.3% | +1.1% | -2.4% | -1.4% |
| 3M | -0.6% | -23.6% | +23.0% | +0.7% |
| 6M | +53.8% | -29.9% | +83.7% | +56.6% |
| YTD | +60.2% | -26.9% | +87.0% | +62.1% |
| 1Y | +76.8% | -34.2% | +111.0% | +80.8% |
| 3Y | +191.2% | -43.6% | +234.9% | +201.8% |
| 5Y | +430.9% | -42.4% | +473.3% | +441.2% |
| All | +903.8% | +21.8% | +882.1% | +923.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling