+191.2%
NVT vs ALLY
+69.8%
+121.4%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -3.3% | +7.5% | +5.8% |
| 7D | +10.4% | +1.0% | +9.3% | +9.7% |
| 30D | -1.3% | -3.3% | +2.0% | +0.1% |
| 3M | -0.6% | +0.5% | -1.1% | -1.2% |
| 6M | +53.8% | +12.6% | +41.2% | +43.7% |
| YTD | +60.2% | -4.7% | +64.9% | +62.1% |
| 1Y | +76.8% | +5.2% | +71.5% | +69.6% |
| 3Y | +191.2% | +66.5% | +124.8% | +145.9% |
| All | +191.2% | +69.8% | +121.4% | +145.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLY.
Daily Out/Under-Performance
Portfolio return minus ALLY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLY 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 3y: compounded portfolio wealth divided by compounded ALLY 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…
3y analysis · Full analysis span regression · 6 months rolling