+750.3%
NVT vs AZO
+376.0%
+374.3%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -0.2% | +4.8% | +4.7% |
| 7D | +4.1% | -3.6% | +7.6% | +5.6% |
| 30D | -5.1% | -5.6% | +0.4% | -3.1% |
| 3M | -1.2% | -6.6% | +5.5% | +0.3% |
| 6M | +46.6% | -22.5% | +69.1% | +60.1% |
| YTD | +60.0% | -15.2% | +75.2% | +66.9% |
| 1Y | +70.8% | -33.9% | +104.7% | +99.1% |
| 3Y | +187.5% | +11.8% | +175.7% | +149.3% |
| 5Y | +426.1% | +85.5% | +340.6% | +230.7% |
| All | +750.3% | +376.0% | +374.3% | +280.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AZO.
Daily Out/Under-Performance
Portfolio return minus AZO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AZO 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 AZO 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