+70.9%
NVT vs BUD
+36.8%
+34.0%
-27.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.2% | +2.4% | +2.6% |
| 7D | +5.1% | +0.3% | +4.8% | +5.1% |
| 30D | -3.7% | -5.7% | +2.0% | -3.7% |
| 3M | -10.1% | +3.1% | -13.3% | -10.9% |
| 6M | +37.5% | +7.9% | +29.6% | +32.2% |
| YTD | +53.7% | +27.3% | +26.4% | +52.0% |
| 1Y | +70.9% | +37.8% | +33.1% | +71.3% |
| All | +70.9% | +36.8% | +34.0% | +71.3% |
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