+180.7%
NVT vs EMB
+30.5%
+150.3%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.2% | -2.3% | -2.1% |
| 7D | +7.0% | 0.0% | +7.0% | +7.0% |
| 30D | -2.3% | -0.3% | -2.1% | -1.9% |
| 3M | -3.1% | -0.3% | -2.8% | -2.4% |
| 6M | +47.0% | +0.7% | +46.3% | +45.5% |
| YTD | +56.2% | +1.3% | +54.9% | +53.4% |
| 1Y | +74.5% | +4.7% | +69.9% | +61.8% |
| All | +180.7% | +30.5% | +150.3% | +94.5% |
Cumulative growth
Daily Returns
Daily percentage return beside EMB.
Daily Out/Under-Performance
Portfolio return minus EMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EMB 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 3y: compounded portfolio wealth divided by compounded EMB 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…
3y analysis · Full analysis span regression · 6 months rolling