+402.8%
NVT vs DAR
-6.7%
+409.5%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.7% | -0.4% | -1.6% |
| 7D | +2.0% | +0.9% | +1.1% | +1.8% |
| 30D | -7.2% | +6.4% | -13.6% | -9.0% |
| 3M | -0.9% | +13.2% | -14.1% | -4.9% |
| 6M | +42.6% | +26.2% | +16.4% | +32.0% |
| YTD | +52.9% | +84.4% | -31.5% | +26.5% |
| 1Y | +64.5% | +112.0% | -47.6% | +29.5% |
| 3Y | +178.0% | +13.4% | +164.6% | +156.9% |
| 5Y | +402.8% | -6.0% | +408.8% | +372.5% |
| All | +402.8% | -6.7% | +409.5% | +372.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling