+76.8%
NVT vs CF
+60.9%
+15.8%
-27.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +0.7% | +3.5% | +4.3% |
| 7D | +10.4% | -0.9% | +11.3% | +10.2% |
| 30D | -1.3% | +18.1% | -19.4% | +2.0% |
| 3M | -0.6% | +23.4% | -24.0% | +3.4% |
| 6M | +53.8% | +17.1% | +36.7% | +56.4% |
| YTD | +60.2% | +76.2% | -16.1% | +61.2% |
| 1Y | +76.8% | +62.3% | +14.5% | +80.4% |
| All | +76.8% | +60.9% | +15.8% | +80.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CF.
Daily Out/Under-Performance
Portfolio return minus CF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CF 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 1y: compounded portfolio wealth divided by compounded CF 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…
1y analysis · Full analysis span regression · 6 months rolling