-2.8%
NVT vs BRKR
+53.7%
-56.5%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | +5.6% | +2.4% | +6.9% |
| 7D | -15.7% | +7.4% | -23.1% | -16.7% |
| 30D | -36.6% | +2.7% | -39.3% | -36.7% |
| 3M | -34.8% | +19.7% | -54.5% | -36.9% |
| 6M | -38.2% | +45.2% | -83.4% | -43.8% |
| YTD | +4.8% | +30.6% | -25.7% | -5.4% |
| 1Y | -2.8% | +56.6% | -59.4% | -15.3% |
| All | -2.8% | +53.7% | -56.5% | -15.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BRKR.
Daily Out/Under-Performance
Portfolio return minus BRKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BRKR 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 BRKR 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