+750.3%
NVT vs CNH
+43.6%
+706.6%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CNH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +0.6% | +4.1% | +4.3% |
| 7D | +4.1% | -5.7% | +9.8% | +6.9% |
| 30D | -5.1% | +26.6% | -31.7% | -17.2% |
| 3M | -1.2% | +31.1% | -32.3% | -16.1% |
| 6M | +46.6% | +24.9% | +21.7% | +26.3% |
| YTD | +60.0% | +48.7% | +11.3% | +24.3% |
| 1Y | +70.8% | +22.2% | +48.6% | +46.8% |
| 3Y | +187.5% | +7.4% | +180.1% | +154.3% |
| 5Y | +426.1% | +10.8% | +415.3% | +334.1% |
| All | +750.3% | +43.6% | +706.6% | +383.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CNH.
Daily Out/Under-Performance
Portfolio return minus CNH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNH 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 10y: compounded portfolio wealth divided by compounded CNH 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…
10y analysis · Full analysis span regression · 6 months rolling