+70.8%
NVT vs EIX
+6.9%
+63.9%
-27.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -1.3% | +6.0% | +4.6% |
| 7D | +4.1% | -1.4% | +5.4% | +4.1% |
| 30D | -5.1% | -19.3% | +14.2% | -5.3% |
| 3M | -1.2% | -21.7% | +20.5% | -2.6% |
| 6M | +46.6% | -19.8% | +66.4% | +43.4% |
| YTD | +60.0% | -3.0% | +63.0% | +56.6% |
| 1Y | +70.8% | +5.1% | +65.7% | +64.4% |
| All | +70.8% | +6.9% | +63.9% | +64.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EIX.
Daily Out/Under-Performance
Portfolio return minus EIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EIX 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 EIX 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