+712.5%
NVT vs AEE
+136.1%
+576.4%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.2% | -0.9% | -1.7% |
| 7D | +2.0% | -0.7% | +2.7% | +2.3% |
| 30D | -7.2% | -2.0% | -5.2% | -6.5% |
| 3M | -0.9% | -2.8% | +1.9% | -0.3% |
| 6M | +42.6% | -3.6% | +46.2% | +43.5% |
| YTD | +52.9% | +7.3% | +45.6% | +47.8% |
| 1Y | +64.5% | +8.7% | +55.8% | +57.8% |
| 3Y | +178.0% | +46.0% | +132.0% | +132.8% |
| 5Y | +402.8% | +39.8% | +363.0% | +325.5% |
| All | +712.5% | +136.1% | +576.4% | +548.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AEE.
Daily Out/Under-Performance
Portfolio return minus AEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEE 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 AEE 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