+751.2%
NVT vs DAR
+286.8%
+464.4%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +2.9% | +1.2% | +3.0% |
| 7D | +10.4% | -0.9% | +11.2% | +10.7% |
| 30D | -1.3% | +13.0% | -14.2% | -6.7% |
| 3M | -0.6% | +15.0% | -15.6% | -7.1% |
| 6M | +53.8% | +26.8% | +26.9% | +37.0% |
| YTD | +60.2% | +86.4% | -26.2% | +20.9% |
| 1Y | +76.8% | +115.1% | -38.3% | +23.8% |
| 3Y | +191.2% | +14.6% | +176.6% | +155.6% |
| 5Y | +430.9% | -8.8% | +439.7% | +385.6% |
| All | +751.2% | +286.8% | +464.4% | +172.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling