+3.6%
NVT vs EXEL
+92.4%
-88.8%
-38.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.7% | +0.6% | -13.3% | -12.7% |
| 7D | -19.5% | +9.8% | -29.2% | -19.7% |
| 30D | -32.4% | +23.6% | -56.0% | -33.1% |
| 3M | -30.3% | +29.9% | -60.3% | -31.4% |
| 6M | -30.4% | +64.7% | -95.2% | -34.9% |
| YTD | +11.3% | +66.0% | -54.6% | +3.0% |
| 1Y | +3.6% | +92.0% | -88.4% | -9.2% |
| All | +3.6% | +92.4% | -88.8% | -9.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EXEL.
Daily Out/Under-Performance
Portfolio return minus EXEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXEL 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 EXEL 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