+402.8%
NVT vs BUD
+44.8%
+358.0%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.4% | -1.7% | -2.0% |
| 7D | +2.0% | -3.2% | +5.2% | +2.9% |
| 30D | -7.2% | -3.7% | -3.5% | -6.3% |
| 3M | -0.9% | -4.4% | +3.5% | -0.3% |
| 6M | +42.6% | +7.7% | +34.9% | +37.8% |
| YTD | +52.9% | +23.1% | +29.8% | +41.5% |
| 1Y | +64.5% | +33.6% | +30.8% | +47.8% |
| 3Y | +178.0% | +44.7% | +133.3% | +133.3% |
| 5Y | +402.8% | +44.9% | +357.8% | +301.4% |
| All | +402.8% | +44.8% | +358.0% | +301.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling