+227.1%
NVT vs BN
+31.1%
+196.0%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.6% | +0.9% | +0.3% |
| 7D | +8.0% | -1.0% | +9.0% | +8.7% |
| 30D | -24.8% | +14.0% | -38.7% | -31.2% |
| 3M | -32.4% | -9.0% | -23.4% | -29.1% |
| 6M | -33.5% | -8.8% | -24.6% | -30.5% |
| YTD | +13.2% | -10.3% | +23.4% | +18.5% |
| 1Y | +9.0% | -5.8% | +14.8% | +10.8% |
| 3Y | +129.4% | +94.8% | +34.6% | +54.5% |
| All | +227.1% | +31.1% | +196.0% | +165.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling