+70.8%
NVT vs BTSG
+113.2%
-42.4%
-27.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +1.5% | +3.2% | +4.1% |
| 7D | +4.1% | -3.3% | +7.4% | +5.3% |
| 30D | -5.1% | -1.6% | -3.5% | -4.7% |
| 3M | -1.2% | -6.9% | +5.7% | -2.0% |
| 6M | +46.6% | +42.1% | +4.5% | +20.7% |
| YTD | +60.0% | +56.8% | +3.2% | +27.1% |
| 1Y | +70.8% | +109.8% | -39.0% | +22.9% |
| All | +70.8% | +113.2% | -42.4% | +22.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BTSG.
Daily Out/Under-Performance
Portfolio return minus BTSG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTSG 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 BTSG 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