+420.3%
NVT vs BB
-26.5%
+446.8%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +1.7% | +2.9% | +4.3% |
| 7D | +4.1% | -0.4% | +4.5% | +4.2% |
| 30D | -5.1% | -12.5% | +7.4% | -2.8% |
| 3M | -1.2% | -17.4% | +16.3% | +1.5% |
| 6M | +46.6% | +119.1% | -72.6% | +23.8% |
| YTD | +60.0% | +102.4% | -42.4% | +37.1% |
| 1Y | +70.8% | +98.2% | -27.4% | +46.2% |
| 3Y | +187.5% | +46.9% | +140.6% | +149.0% |
| All | +420.3% | -26.5% | +446.8% | +404.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling