+751.2%
NVT vs ATI
+660.8%
+90.4%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -1.6% | +5.8% | +4.8% |
| 7D | +10.4% | +3.2% | +7.2% | +8.9% |
| 30D | -1.3% | -9.0% | +7.7% | +2.7% |
| 3M | -0.6% | +15.1% | -15.7% | -6.1% |
| 6M | +53.8% | +38.1% | +15.6% | +34.6% |
| YTD | +60.2% | +80.7% | -20.5% | +26.0% |
| 1Y | +76.8% | +167.5% | -90.7% | +18.2% |
| 3Y | +191.2% | +366.0% | -174.8% | +50.2% |
| 5Y | +430.9% | +1,088.8% | -657.8% | +78.6% |
| All | +751.2% | +660.8% | +90.4% | +185.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling