+46.6%
NVT vs AHR
+3.4%
+43.2%
-27.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -0.9% | +5.5% | +4.4% |
| 7D | +4.1% | -2.1% | +6.2% | +3.4% |
| 30D | -5.1% | +1.9% | -7.0% | -4.5% |
| 3M | -1.2% | +15.7% | -16.8% | -0.7% |
| 6M | +46.6% | +2.5% | +44.1% | +58.2% |
| All | +46.6% | +3.4% | +43.2% | +58.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AHR.
Daily Out/Under-Performance
Portfolio return minus AHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AHR 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 6mo: compounded portfolio wealth divided by compounded AHR 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…
6mo analysis · Full analysis span regression · 6 months rolling