+750.3%
NVT vs BUD
-12.4%
+762.7%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +0.7% | +3.9% | +4.3% |
| 7D | +4.1% | -2.6% | +6.7% | +5.3% |
| 30D | -5.1% | -1.2% | -3.9% | -4.8% |
| 3M | -1.2% | -4.9% | +3.7% | +0.1% |
| 6M | +46.6% | +9.3% | +37.3% | +38.7% |
| YTD | +60.0% | +24.0% | +36.0% | +42.1% |
| 1Y | +70.8% | +34.5% | +36.3% | +45.2% |
| 3Y | +187.5% | +43.7% | +143.9% | +126.7% |
| 5Y | +426.1% | +46.0% | +380.1% | +299.3% |
| All | +750.3% | -12.4% | +762.7% | +567.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling