-12.0%
NVT vs BN
-7.8%
-4.2%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.8% | -3.1% | -9.7% | -11.5% |
| 7D | -28.8% | +5.7% | -34.5% | -30.8% |
| 30D | -43.3% | +12.0% | -55.3% | -46.7% |
| 3M | -39.2% | -6.1% | -33.1% | -37.0% |
| 6M | -41.8% | -8.6% | -33.2% | -38.8% |
| YTD | -2.9% | -8.5% | +5.6% | -1.3% |
| 1Y | -12.0% | -8.4% | -3.6% | -10.8% |
| All | -12.0% | -7.8% | -4.2% | -10.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN 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 BN 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