+70.9%
NVT vs AGI
+17.6%
+53.3%
-27.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -1.9% | +4.5% | +2.9% |
| 7D | +5.1% | +0.6% | +4.5% | +5.0% |
| 30D | -3.7% | +18.2% | -21.9% | -6.1% |
| 3M | -10.1% | -4.1% | -6.0% | -10.1% |
| 6M | +37.5% | -28.7% | +66.2% | +42.2% |
| YTD | +53.7% | -4.0% | +57.7% | +51.2% |
| 1Y | +70.9% | +17.4% | +53.4% | +58.5% |
| All | +70.9% | +17.6% | +53.3% | +58.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AGI.
Daily Out/Under-Performance
Portfolio return minus AGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGI 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 1y: compounded portfolio wealth divided by compounded AGI 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…
1y analysis · Full analysis span regression · 6 months rolling