+64.5%
NVT vs AR
+22.8%
+41.6%
-27.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.1% | -2.3% | -2.1% |
| 7D | +2.0% | -1.3% | +3.3% | +1.9% |
| 30D | -7.2% | +3.5% | -10.7% | -6.9% |
| 3M | -0.9% | +9.9% | -10.8% | 0.0% |
| 6M | +42.6% | +4.5% | +38.0% | +43.2% |
| YTD | +52.9% | +13.7% | +39.2% | +51.7% |
| 1Y | +64.5% | +19.2% | +45.2% | +60.5% |
| All | +64.5% | +22.8% | +41.6% | +60.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AR.
Daily Out/Under-Performance
Portfolio return minus AR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AR 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 AR 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