+187.5%
NVT vs CG
+42.2%
+145.4%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -1.7% | +6.3% | +5.5% |
| 7D | +4.1% | -9.9% | +13.9% | +9.7% |
| 30D | -5.1% | -11.7% | +6.5% | +0.6% |
| 3M | -1.2% | -4.3% | +3.1% | 0.0% |
| 6M | +46.6% | -8.8% | +55.3% | +51.3% |
| YTD | +60.0% | -26.9% | +86.8% | +84.7% |
| 1Y | +70.8% | -35.4% | +106.2% | +110.7% |
| 3Y | +187.5% | +43.0% | +144.5% | +120.9% |
| All | +187.5% | +42.2% | +145.4% | +120.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CG.
Daily Out/Under-Performance
Portfolio return minus CG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CG 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 CG 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