+3.6%
NVT vs DBX
+22.5%
-19.0%
-38.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DBX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.7% | +3.3% | -16.0% | -11.4% |
| 7D | -19.5% | -1.1% | -18.4% | -19.6% |
| 30D | -32.4% | +5.0% | -37.4% | -30.8% |
| 3M | -30.3% | +4.6% | -35.0% | -28.4% |
| 6M | -30.4% | +43.9% | -74.4% | -21.1% |
| YTD | +11.3% | +29.9% | -18.5% | +24.3% |
| 1Y | +3.6% | +24.6% | -21.0% | +15.4% |
| All | +3.6% | +22.5% | -19.0% | +15.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DBX.
Daily Out/Under-Performance
Portfolio return minus DBX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DBX 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 1y: compounded portfolio wealth divided by compounded DBX 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…
1y analysis · Full analysis span regression · 6 months rolling