+751.2%
NVT vs BN
+209.7%
+541.5%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -2.6% | +6.8% | +5.9% |
| 7D | +10.4% | -1.2% | +11.5% | +11.1% |
| 30D | -1.3% | -10.9% | +9.6% | +6.5% |
| 3M | -0.6% | -11.1% | +10.5% | +7.1% |
| 6M | +53.8% | -4.4% | +58.1% | +56.9% |
| YTD | +60.2% | -14.1% | +74.3% | +74.9% |
| 1Y | +76.8% | -11.1% | +87.8% | +88.2% |
| 3Y | +191.2% | +75.6% | +115.7% | +92.8% |
| 5Y | +430.9% | +35.8% | +395.1% | +303.4% |
| All | +751.2% | +209.7% | +541.5% | +275.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling