+420.3%
NVT vs BTG
+78.0%
+342.3%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +0.4% | +4.3% | +4.6% |
| 7D | +4.1% | -3.8% | +7.8% | +4.6% |
| 30D | -5.1% | +3.6% | -8.8% | -5.7% |
| 3M | -1.2% | +32.0% | -33.2% | -5.5% |
| 6M | +46.6% | +3.4% | +43.2% | +44.2% |
| YTD | +60.0% | +20.8% | +39.2% | +53.6% |
| 1Y | +70.8% | +22.4% | +48.4% | +62.4% |
| 3Y | +187.5% | +91.7% | +95.8% | +149.6% |
| All | +420.3% | +78.0% | +342.3% | +358.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 BTG 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