+159.8%
NVT vs AHR
+356.1%
-196.2%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -0.9% | +5.5% | +4.8% |
| 7D | +4.1% | -2.1% | +6.2% | +4.4% |
| 30D | -5.1% | +1.9% | -7.0% | -5.5% |
| 3M | -1.2% | +15.7% | -16.8% | -5.1% |
| 6M | +46.6% | +2.5% | +44.1% | +44.8% |
| YTD | +60.0% | +15.0% | +45.0% | +53.1% |
| 1Y | +70.8% | +28.1% | +42.7% | +58.0% |
| All | +159.8% | +356.1% | -196.2% | +92.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling