+70.8%
NVT vs AIG
-1.2%
+72.0%
-27.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +0.4% | +4.2% | +4.7% |
| 7D | +4.1% | -1.2% | +5.2% | +3.9% |
| 30D | -5.1% | -1.1% | -4.1% | -5.3% |
| 3M | -1.2% | +0.7% | -1.8% | -1.2% |
| 6M | +46.6% | -2.2% | +48.7% | +45.9% |
| YTD | +60.0% | -10.8% | +70.8% | +57.0% |
| 1Y | +70.8% | -2.0% | +72.8% | +68.4% |
| All | +70.8% | -1.2% | +72.0% | +68.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AIG.
Daily Out/Under-Performance
Portfolio return minus AIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AIG 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 AIG 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