+174.8%
NVT vs BB
+62.2%
+112.6%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -2.7% | +0.6% | -1.6% |
| 7D | +2.0% | -2.1% | +4.1% | +2.5% |
| 30D | -7.2% | -16.0% | +8.9% | -4.1% |
| 3M | -0.9% | -14.5% | +13.6% | +1.1% |
| 6M | +42.6% | +118.6% | -76.0% | +20.5% |
| YTD | +52.9% | +98.9% | -46.1% | +31.5% |
| 1Y | +64.5% | +99.5% | -35.0% | +40.7% |
| All | +174.8% | +62.2% | +112.6% | +120.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 BB 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