-12.0%
NVT vs EQX
+6.3%
-18.3%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.8% | 0.0% | -12.8% | -12.8% |
| 7D | -28.8% | +10.8% | -39.6% | -30.1% |
| 30D | -43.3% | -0.9% | -42.4% | -43.1% |
| 3M | -39.2% | +9.5% | -48.7% | -40.2% |
| 6M | -41.8% | -16.8% | -25.0% | -40.8% |
| YTD | -2.9% | -19.3% | +16.4% | -1.7% |
| 1Y | -12.0% | +6.9% | -18.9% | -19.9% |
| All | -12.0% | +6.3% | -18.3% | -19.9% |
Cumulative growth
Daily Returns
Daily percentage return beside EQX.
Daily Out/Under-Performance
Portfolio return minus EQX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQX 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 EQX 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