+187.5%
NVT vs AU
+577.5%
-389.9%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +0.5% | +4.1% | +4.6% |
| 7D | +4.1% | -4.3% | +8.3% | +4.7% |
| 30D | -5.1% | +7.3% | -12.4% | -6.4% |
| 3M | -1.2% | +26.3% | -27.5% | -5.2% |
| 6M | +46.6% | +1.8% | +44.8% | +44.1% |
| YTD | +60.0% | +26.8% | +33.2% | +53.0% |
| 1Y | +70.8% | +66.7% | +4.1% | +58.5% |
| 3Y | +187.5% | +579.1% | -391.5% | +131.9% |
| All | +187.5% | +577.5% | -389.9% | +131.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 3y: compounded portfolio wealth divided by compounded AU 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…
3y analysis · Full analysis span regression · 6 months rolling