+410.8%
NVT vs D
+5.1%
+405.7%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.7% | -0.8% | -2.3% |
| 7D | +7.0% | -0.4% | +7.4% | +7.1% |
| 30D | -2.3% | -2.1% | -0.3% | -2.1% |
| 3M | -3.1% | -0.7% | -2.3% | -3.1% |
| 6M | +47.0% | +5.6% | +41.5% | +45.4% |
| YTD | +56.2% | +14.6% | +41.6% | +52.4% |
| 1Y | +74.5% | +15.3% | +59.2% | +69.8% |
| 3Y | +184.0% | +59.1% | +124.9% | +153.1% |
| 5Y | +410.8% | +3.9% | +406.9% | +422.2% |
| All | +410.8% | +5.1% | +405.7% | +422.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling