+751.2%
NVT vs BUD
-10.7%
+762.0%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -0.8% | +5.0% | +4.5% |
| 7D | +10.4% | +0.8% | +9.6% | +10.0% |
| 30D | -1.3% | -4.8% | +3.5% | +0.6% |
| 3M | -0.6% | +1.4% | -2.0% | -2.3% |
| 6M | +53.8% | +9.9% | +43.9% | +45.1% |
| YTD | +60.2% | +26.3% | +33.8% | +41.0% |
| 1Y | +76.8% | +36.1% | +40.6% | +49.5% |
| 3Y | +191.2% | +48.6% | +142.7% | +125.8% |
| 5Y | +430.9% | +45.0% | +385.9% | +305.4% |
| All | +751.2% | -10.7% | +762.0% | +562.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling