+750.3%
NVT vs ATI
+629.4%
+120.8%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -0.1% | +4.8% | +4.7% |
| 7D | +4.1% | -5.6% | +9.7% | +6.6% |
| 30D | -5.1% | -13.7% | +8.6% | +0.9% |
| 3M | -1.2% | -0.4% | -0.8% | -0.9% |
| 6M | +46.6% | +26.2% | +20.4% | +33.2% |
| YTD | +60.0% | +73.2% | -13.2% | +28.1% |
| 1Y | +70.8% | +161.6% | -90.8% | +15.3% |
| 3Y | +187.5% | +346.2% | -158.6% | +51.0% |
| 5Y | +426.1% | +1,047.6% | -621.5% | +79.6% |
| All | +750.3% | +629.4% | +120.8% | +190.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ATI.
Daily Out/Under-Performance
Portfolio return minus ATI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ATI 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 ATI 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