+712.5%
NVT vs BTG
+140.9%
+571.6%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -2.9% | +0.8% | -1.8% |
| 7D | +2.0% | -5.5% | +7.5% | +2.7% |
| 30D | -7.2% | +6.1% | -13.3% | -7.9% |
| 3M | -0.9% | +38.6% | -39.5% | -5.0% |
| 6M | +42.6% | +0.7% | +41.9% | +41.1% |
| YTD | +52.9% | +20.3% | +32.6% | +47.9% |
| 1Y | +64.5% | +25.0% | +39.4% | +57.6% |
| 3Y | +178.0% | +97.3% | +80.7% | +148.9% |
| 5Y | +402.8% | +78.3% | +324.5% | +348.5% |
| All | +712.5% | +140.9% | +571.6% | +682.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling