+501.5%
NVT vs BUD
-5.1%
+506.6%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.1% | -1.8% | -1.2% |
| 7D | +8.0% | +1.0% | +7.0% | +7.5% |
| 30D | -24.8% | +6.7% | -31.5% | -27.6% |
| 3M | -32.4% | +5.7% | -38.1% | -35.0% |
| 6M | -33.5% | +5.8% | -39.3% | -36.7% |
| YTD | +13.2% | +34.4% | -21.2% | -4.3% |
| 1Y | +9.0% | +33.3% | -24.3% | -7.7% |
| 3Y | +129.4% | +48.8% | +80.6% | +77.0% |
| 5Y | +230.1% | +52.5% | +177.5% | +144.3% |
| All | +501.5% | -5.1% | +506.6% | +349.9% |
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