+187.9%
NVT vs CASY
+207.5%
-19.6%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -3.0% | +7.2% | +4.8% |
| 7D | +10.4% | -4.4% | +14.7% | +11.3% |
| 30D | -1.3% | -12.0% | +10.8% | +1.1% |
| 3M | -0.6% | -2.3% | +1.7% | -1.6% |
| 6M | +53.8% | +10.5% | +43.2% | +47.4% |
| YTD | +60.2% | +33.0% | +27.2% | +46.3% |
| 1Y | +76.8% | +41.1% | +35.6% | +58.1% |
| All | +187.9% | +207.5% | -19.6% | +122.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CASY.
Daily Out/Under-Performance
Portfolio return minus CASY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CASY 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 CASY 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