+70.8%
NVT vs ATI
+159.9%
-89.1%
-27.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -0.1% | +4.8% | +4.7% |
| 7D | +4.1% | -5.6% | +9.7% | +7.7% |
| 30D | -5.1% | -13.7% | +8.6% | +3.8% |
| 3M | -1.2% | -0.4% | -0.8% | -1.1% |
| 6M | +46.6% | +26.2% | +20.4% | +27.4% |
| YTD | +60.0% | +73.2% | -13.2% | +21.2% |
| 1Y | +70.8% | +161.6% | -90.8% | +12.4% |
| All | +70.8% | +159.9% | -89.1% | +12.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling