+3.6%
NVT vs BTDR
-69.9%
+73.5%
-38.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.7% | -5.6% | -7.1% | -11.5% |
| 7D | -19.5% | -17.6% | -1.9% | -16.1% |
| 30D | -32.4% | -40.3% | +7.9% | -25.1% |
| 3M | -30.3% | -42.6% | +12.3% | -23.1% |
| 6M | -30.4% | -46.3% | +15.9% | -24.0% |
| YTD | +11.3% | -41.7% | +53.1% | +16.7% |
| 1Y | +3.6% | -69.4% | +73.0% | +16.4% |
| All | +3.6% | -69.9% | +73.5% | +16.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BTDR.
Daily Out/Under-Performance
Portfolio return minus BTDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTDR 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 BTDR 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