+750.3%
NVT vs AGI
+604.4%
+145.8%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +0.7% | +3.9% | +4.6% |
| 7D | +4.1% | -2.7% | +6.8% | +4.2% |
| 30D | -5.1% | +7.2% | -12.4% | -5.5% |
| 3M | -1.2% | +4.3% | -5.4% | -1.6% |
| 6M | +46.6% | -27.1% | +73.7% | +48.3% |
| YTD | +60.0% | -6.6% | +66.6% | +59.8% |
| 1Y | +70.8% | +9.5% | +61.3% | +69.2% |
| 3Y | +187.5% | +208.4% | -20.9% | +173.1% |
| 5Y | +426.1% | +401.6% | +24.5% | +392.9% |
| All | +750.3% | +604.4% | +145.8% | +779.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling