+187.5%
NVT vs BTI
+109.4%
+78.2%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +0.7% | +4.0% | +4.7% |
| 7D | +4.1% | -0.2% | +4.3% | +4.1% |
| 30D | -5.1% | -1.1% | -4.1% | -5.2% |
| 3M | -1.2% | -8.8% | +7.6% | -1.5% |
| 6M | +46.6% | -4.0% | +50.5% | +45.2% |
| YTD | +60.0% | +0.4% | +59.6% | +58.5% |
| 1Y | +70.8% | +1.9% | +68.9% | +69.7% |
| 3Y | +187.5% | +108.5% | +79.0% | +163.7% |
| All | +187.5% | +109.4% | +78.2% | +163.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BTI.
Daily Out/Under-Performance
Portfolio return minus BTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTI 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 3y: compounded portfolio wealth divided by compounded BTI 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…
3y analysis · Full analysis span regression · 6 months rolling