+730.1%
NVT vs BLDR
+230.6%
+499.6%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.9% | -0.6% | -1.8% |
| 7D | +7.0% | -2.7% | +9.7% | +7.9% |
| 30D | -2.3% | -14.7% | +12.4% | +2.9% |
| 3M | -3.1% | -20.8% | +17.7% | +3.7% |
| 6M | +47.0% | -35.3% | +82.4% | +67.8% |
| YTD | +56.2% | -40.3% | +96.5% | +81.6% |
| 1Y | +74.5% | -56.3% | +130.8% | +126.5% |
| 3Y | +184.0% | -56.1% | +240.1% | +247.6% |
| 5Y | +410.8% | +12.9% | +397.9% | +306.3% |
| All | +730.1% | +230.6% | +499.6% | +264.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling