+180.7%
NVT vs DAR
+9.6%
+171.2%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.6% | -3.1% | -2.6% |
| 7D | +7.0% | -0.2% | +7.2% | +7.0% |
| 30D | -2.3% | +7.4% | -9.8% | -4.2% |
| 3M | -3.1% | +15.7% | -18.8% | -6.8% |
| 6M | +47.0% | +30.0% | +17.0% | +36.8% |
| YTD | +56.2% | +87.5% | -31.3% | +32.8% |
| 1Y | +74.5% | +113.4% | -38.8% | +42.8% |
| All | +180.7% | +9.6% | +171.2% | +189.6% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 DAR 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