+751.2%
NVT vs BB
-26.1%
+777.3%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +2.2% | +2.0% | +3.8% |
| 7D | +10.4% | +0.5% | +9.9% | +10.3% |
| 30D | -1.3% | -12.4% | +11.1% | +0.8% |
| 3M | -0.6% | -15.3% | +14.7% | +1.3% |
| 6M | +53.8% | +128.8% | -75.0% | +31.3% |
| YTD | +60.2% | +107.7% | -47.5% | +39.0% |
| 1Y | +76.8% | +103.9% | -27.1% | +53.2% |
| 3Y | +191.2% | +72.6% | +118.6% | +148.5% |
| 5Y | +430.9% | -24.3% | +455.2% | +396.4% |
| All | +751.2% | -26.1% | +777.3% | +467.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling