+187.5%
NVT vs AEIS
+173.7%
+13.9%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +4.9% | -0.3% | +2.0% |
| 7D | +4.1% | +2.3% | +1.8% | +2.9% |
| 30D | -5.1% | -14.8% | +9.7% | +3.2% |
| 3M | -1.2% | -15.6% | +14.4% | +6.4% |
| 6M | +46.6% | -8.7% | +55.3% | +48.7% |
| YTD | +60.0% | +37.3% | +22.7% | +28.1% |
| 1Y | +70.8% | +80.3% | -9.5% | +15.6% |
| 3Y | +187.5% | +177.9% | +9.6% | +54.3% |
| All | +187.5% | +173.7% | +13.9% | +54.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 AEIS 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