+191.2%
NVT vs D
+65.5%
+125.7%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +0.6% | +3.6% | +4.2% |
| 7D | +10.4% | +0.8% | +9.6% | +10.4% |
| 30D | -1.3% | -0.7% | -0.5% | -1.3% |
| 3M | -0.6% | +2.1% | -2.7% | -0.7% |
| 6M | +53.8% | +6.8% | +46.9% | +53.4% |
| YTD | +60.2% | +16.5% | +43.6% | +59.0% |
| 1Y | +76.8% | +19.2% | +57.6% | +75.0% |
| 3Y | +191.2% | +61.9% | +129.4% | +176.3% |
| All | +191.2% | +65.5% | +125.7% | +176.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling