+174.8%
NVT vs BUD
+43.8%
+130.9%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.4% | -1.7% | -2.1% |
| 7D | +2.0% | -3.2% | +5.2% | +2.2% |
| 30D | -7.2% | -3.7% | -3.5% | -6.9% |
| 3M | -0.9% | -4.4% | +3.5% | -0.8% |
| 6M | +42.6% | +7.7% | +34.9% | +40.0% |
| YTD | +52.9% | +23.1% | +29.8% | +48.1% |
| 1Y | +64.5% | +33.6% | +30.8% | +57.7% |
| All | +174.8% | +43.8% | +130.9% | +147.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling