+712.5%
NVT vs ARWR
+1,101.2%
-388.7%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.2% | -2.3% | -2.2% |
| 7D | +2.0% | -4.3% | +6.3% | +2.8% |
| 30D | -7.2% | -7.3% | +0.1% | -6.0% |
| 3M | -0.9% | +17.0% | -17.9% | -4.1% |
| 6M | +42.6% | +39.8% | +2.8% | +33.6% |
| YTD | +52.9% | +24.7% | +28.2% | +45.6% |
| 1Y | +64.5% | +186.5% | -122.0% | +34.5% |
| 3Y | +178.0% | +176.8% | +1.2% | +112.2% |
| 5Y | +402.8% | +29.3% | +373.5% | +312.9% |
| All | +712.5% | +1,101.2% | -388.7% | +363.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ARWR.
Daily Out/Under-Performance
Portfolio return minus ARWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARWR 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 10y: compounded portfolio wealth divided by compounded ARWR 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…
10y analysis · Full analysis span regression · 6 months rolling