+70.8%
NVT vs BEN
+45.3%
+25.5%
-27.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | 0.0% | +4.7% | +4.7% |
| 7D | +4.1% | -3.1% | +7.2% | +5.4% |
| 30D | -5.1% | +0.2% | -5.3% | -5.2% |
| 3M | -1.2% | +6.8% | -8.0% | -3.6% |
| 6M | +46.6% | +38.1% | +8.5% | +29.9% |
| YTD | +60.0% | +44.3% | +15.6% | +41.6% |
| 1Y | +70.8% | +42.6% | +28.2% | +48.0% |
| All | +70.8% | +45.3% | +25.5% | +48.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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