+174.8%
NVT vs BN
+69.2%
+105.6%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.2% | -0.9% | -1.3% |
| 7D | +2.0% | -5.9% | +7.9% | +6.1% |
| 30D | -7.2% | -15.1% | +7.9% | +3.4% |
| 3M | -0.9% | -14.6% | +13.7% | +9.7% |
| 6M | +42.6% | -8.4% | +51.0% | +49.4% |
| YTD | +52.9% | -16.8% | +69.7% | +70.1% |
| 1Y | +64.5% | -14.4% | +78.8% | +78.9% |
| All | +174.8% | +69.2% | +105.6% | +105.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling