+70.9%
NVT vs BBY
+27.1%
+43.8%
-27.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +3.2% | -0.6% | +2.7% |
| 7D | +5.1% | +9.5% | -4.4% | +5.5% |
| 30D | -3.7% | +6.8% | -10.5% | -3.4% |
| 3M | -10.1% | +28.9% | -39.0% | -10.1% |
| 6M | +37.5% | +37.8% | -0.3% | +38.3% |
| YTD | +53.7% | +38.7% | +15.0% | +54.7% |
| 1Y | +70.9% | +23.7% | +47.2% | +78.4% |
| All | +70.9% | +27.1% | +43.8% | +78.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BBY.
Daily Out/Under-Performance
Portfolio return minus BBY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBY 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 1y: compounded portfolio wealth divided by compounded BBY 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…
1y analysis · Full analysis span regression · 6 months rolling