+751.2%
NVT vs EIX
+33.7%
+717.6%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +4.5% | -0.3% | +2.6% |
| 7D | +10.4% | +0.9% | +9.5% | +9.9% |
| 30D | -1.3% | -13.5% | +12.3% | +1.9% |
| 3M | -0.6% | -15.3% | +14.6% | +2.5% |
| 6M | +53.8% | -15.3% | +69.1% | +58.3% |
| YTD | +60.2% | +2.7% | +57.5% | +51.5% |
| 1Y | +76.8% | +17.4% | +59.3% | +57.1% |
| 3Y | +191.2% | -1.3% | +192.6% | +169.6% |
| 5Y | +430.9% | +27.2% | +403.8% | +325.1% |
| All | +751.2% | +33.7% | +717.6% | +596.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling