+187.5%
NVT vs CRBG
+122.1%
+65.4%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CRBG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +1.4% | +3.2% | +4.0% |
| 7D | +4.1% | +0.6% | +3.5% | +3.7% |
| 30D | -5.1% | +2.6% | -7.8% | -6.5% |
| 3M | -1.2% | +24.0% | -25.2% | -12.2% |
| 6M | +46.6% | +50.5% | -3.9% | +16.2% |
| YTD | +60.0% | +17.1% | +42.9% | +44.3% |
| 1Y | +70.8% | +5.9% | +64.9% | +62.9% |
| 3Y | +187.5% | +122.7% | +64.8% | +100.8% |
| All | +187.5% | +122.1% | +65.4% | +100.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CRBG.
Daily Out/Under-Performance
Portfolio return minus CRBG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CRBG 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 CRBG 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