+129.4%
NVT vs DAR
+33.7%
+95.7%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.1% | -1.8% | -1.0% |
| 7D | +8.0% | +11.6% | -3.6% | +5.1% |
| 30D | -24.8% | -10.2% | -14.5% | -22.8% |
| 3M | -32.4% | -14.8% | -17.6% | -30.1% |
| 6M | -33.5% | -10.1% | -23.4% | -32.2% |
| YTD | +13.2% | +55.5% | -42.3% | +0.8% |
| 1Y | +9.0% | +61.7% | -52.7% | -4.0% |
| 3Y | +129.4% | +37.2% | +92.2% | +99.7% |
| All | +129.4% | +33.7% | +95.7% | +99.7% |
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