+730.1%
NVT vs AIG
+69.1%
+661.1%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.5% | -2.9% | -2.8% |
| 7D | +7.0% | -1.4% | +8.4% | +7.8% |
| 30D | -2.3% | -3.3% | +1.0% | -0.6% |
| 3M | -3.1% | +2.2% | -5.3% | -5.3% |
| 6M | +47.0% | -2.1% | +49.2% | +46.8% |
| YTD | +56.2% | -11.2% | +67.4% | +63.9% |
| 1Y | +74.5% | -2.1% | +76.7% | +70.6% |
| 3Y | +184.0% | +34.4% | +149.7% | +124.0% |
| 5Y | +410.8% | +53.7% | +357.0% | +258.8% |
| All | +730.1% | +69.1% | +661.1% | +360.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling