+712.5%
NVT vs AU
+1,267.0%
-554.5%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -4.3% | +2.2% | -1.8% |
| 7D | +2.0% | -7.0% | +9.0% | +2.6% |
| 30D | -7.2% | +7.3% | -14.5% | -7.8% |
| 3M | -0.9% | +33.2% | -34.1% | -3.4% |
| 6M | +42.6% | -0.6% | +43.2% | +41.6% |
| YTD | +52.9% | +26.2% | +26.7% | +49.5% |
| 1Y | +64.5% | +68.3% | -3.8% | +58.1% |
| 3Y | +178.0% | +592.1% | -414.1% | +147.6% |
| 5Y | +402.8% | +685.3% | -282.5% | +338.0% |
| All | +712.5% | +1,267.0% | -554.5% | +673.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling