+187.9%
NVT vs BIYA
-99.8%
+287.7%
-27.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIYA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -2.2% | +6.8% | +4.6% |
| 7D | +4.1% | -1.8% | +5.8% | +4.1% |
| 30D | -5.1% | -17.5% | +12.3% | -5.2% |
| 3M | -1.2% | -78.0% | +76.8% | -1.9% |
| 6M | +46.6% | -89.5% | +136.1% | +46.5% |
| YTD | +60.0% | -94.3% | +154.3% | +61.2% |
| 1Y | +70.8% | -98.6% | +169.4% | +76.1% |
| All | +187.9% | -99.8% | +287.7% | +198.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BIYA.
Daily Out/Under-Performance
Portfolio return minus BIYA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIYA 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 BIYA 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