+183.0%
NVT vs ADVB
-88.9%
+272.0%
-27.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ADVB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +4.1% | -6.2% | -2.1% |
| 7D | +2.0% | -5.9% | +7.9% | +2.0% |
| 30D | -7.2% | +13.9% | -21.1% | -7.1% |
| 3M | -0.9% | +127.3% | -128.2% | -1.8% |
| 6M | +42.6% | +77.0% | -34.4% | +41.2% |
| YTD | +52.9% | +51.5% | +1.3% | +51.5% |
| 1Y | +64.5% | -11.3% | +75.8% | +63.6% |
| All | +183.0% | -88.9% | +272.0% | +249.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ADVB.
Daily Out/Under-Performance
Portfolio return minus ADVB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ADVB 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 10y: compounded portfolio wealth divided by compounded ADVB 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…
10y analysis · Full analysis span regression · 6 months rolling