+3.6%
NVT vs BUD
+38.4%
-34.8%
-38.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.7% | +3.1% | -15.8% | -11.7% |
| 7D | -19.5% | +3.3% | -22.8% | -18.4% |
| 30D | -32.4% | +11.8% | -44.2% | -30.9% |
| 3M | -30.3% | -1.1% | -29.3% | -29.1% |
| 6M | -30.4% | +14.9% | -45.3% | -31.1% |
| YTD | +11.3% | +32.6% | -21.2% | +12.1% |
| 1Y | +3.6% | +37.2% | -33.6% | +3.9% |
| All | +3.6% | +38.4% | -34.8% | +3.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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