+420.3%
NVT vs BLDR
+10.9%
+409.4%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +2.4% | +2.3% | +3.9% |
| 7D | +4.1% | -8.2% | +12.3% | +6.9% |
| 30D | -5.1% | -16.6% | +11.5% | +0.2% |
| 3M | -1.2% | -23.2% | +22.0% | +6.0% |
| 6M | +46.6% | -33.7% | +80.3% | +63.9% |
| YTD | +60.0% | -41.3% | +101.3% | +84.4% |
| 1Y | +70.8% | -58.8% | +129.6% | +122.0% |
| 3Y | +187.5% | -57.5% | +245.0% | +248.1% |
| All | +420.3% | +10.9% | +409.4% | +302.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BLDR.
Daily Out/Under-Performance
Portfolio return minus BLDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLDR 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 BLDR 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