+3.6%
NVT vs BIDU
-34.6%
+38.2%
-38.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.7% | +4.5% | -17.2% | -13.9% |
| 7D | -19.5% | +1.2% | -20.7% | -19.8% |
| 30D | -32.4% | -7.5% | -24.9% | -31.0% |
| 3M | -30.3% | -28.6% | -1.8% | -24.1% |
| 6M | -30.4% | -36.9% | +6.5% | -22.1% |
| YTD | +11.3% | -38.4% | +49.8% | +22.6% |
| 1Y | +3.6% | -35.7% | +39.2% | +12.5% |
| All | +3.6% | -34.6% | +38.2% | +12.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BIDU.
Daily Out/Under-Performance
Portfolio return minus BIDU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIDU 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 BIDU 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