+410.8%
NVT vs CASY
+234.8%
+175.9%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -14.2% | +11.8% | +1.4% |
| 7D | +7.0% | -16.5% | +23.5% | +12.0% |
| 30D | -2.3% | -26.4% | +24.0% | +5.8% |
| 3M | -3.1% | -17.3% | +14.2% | 0.0% |
| 6M | +47.0% | -5.2% | +52.2% | +44.6% |
| YTD | +56.2% | +14.1% | +42.1% | +44.1% |
| 1Y | +74.5% | +16.6% | +57.9% | +59.1% |
| 3Y | +184.0% | +163.7% | +20.3% | +84.1% |
| 5Y | +410.8% | +231.3% | +179.5% | +192.3% |
| All | +410.8% | +234.8% | +175.9% | +192.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling