+499.2%
NVT vs COMP
-49.7%
+548.9%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | COMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.7% | -1.8% | -2.4% |
| 7D | +7.0% | +0.8% | +6.1% | +6.9% |
| 30D | -2.3% | -13.9% | +11.5% | -0.9% |
| 3M | -3.1% | +30.7% | -33.8% | -6.3% |
| 6M | +47.0% | +18.7% | +28.4% | +42.5% |
| YTD | +56.2% | +1.0% | +55.2% | +53.3% |
| 1Y | +74.5% | +15.1% | +59.5% | +68.3% |
| 3Y | +184.0% | +219.8% | -35.7% | +138.7% |
| 5Y | +410.8% | -28.7% | +439.4% | +368.5% |
| All | +499.2% | -49.7% | +548.9% | +471.6% |
Cumulative growth
Daily Returns
Daily percentage return beside COMP.
Daily Out/Under-Performance
Portfolio return minus COMP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COMP 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 COMP 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