+70.8%
NVT vs EXEL
+48.5%
+22.2%
-27.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -2.3% | +6.9% | +4.8% |
| 7D | +4.1% | -4.9% | +9.0% | +4.5% |
| 30D | -5.1% | +11.4% | -16.5% | -6.4% |
| 3M | -1.2% | +4.9% | -6.1% | -2.1% |
| 6M | +46.6% | +34.4% | +12.2% | +39.2% |
| YTD | +60.0% | +28.0% | +31.9% | +52.4% |
| 1Y | +70.8% | +43.6% | +27.2% | +59.7% |
| All | +70.8% | +48.5% | +22.2% | +59.7% |
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