+750.3%
NVT vs BRKR
+80.8%
+669.4%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -0.2% | +4.9% | +4.7% |
| 7D | +4.1% | -8.7% | +12.7% | +7.4% |
| 30D | -5.1% | -9.9% | +4.7% | -1.8% |
| 3M | -1.2% | -3.1% | +1.9% | -2.6% |
| 6M | +46.6% | +45.5% | +1.1% | +21.8% |
| YTD | +60.0% | +13.7% | +46.3% | +44.7% |
| 1Y | +70.8% | +67.4% | +3.4% | +31.0% |
| 3Y | +187.5% | -13.2% | +200.8% | +167.7% |
| 5Y | +426.1% | -39.5% | +465.6% | +461.6% |
| All | +750.3% | +80.8% | +669.4% | +369.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling