+750.3%
NVT vs D
+44.1%
+706.2%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -1.1% | +5.7% | +4.9% |
| 7D | +4.1% | -2.2% | +6.3% | +4.7% |
| 30D | -5.1% | -4.5% | -0.7% | -3.9% |
| 3M | -1.2% | -2.5% | +1.3% | -0.7% |
| 6M | +46.6% | +5.5% | +41.0% | +43.3% |
| YTD | +60.0% | +13.3% | +46.7% | +53.0% |
| 1Y | +70.8% | +11.8% | +59.0% | +63.4% |
| 3Y | +187.5% | +56.7% | +130.8% | +139.2% |
| 5Y | +426.1% | +4.3% | +421.9% | +409.2% |
| All | +750.3% | +44.1% | +706.2% | +737.9% |
Cumulative growth
Daily Returns
Daily percentage return beside D.
Daily Out/Under-Performance
Portfolio return minus D return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × D 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 D 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