+191.2%
NVT vs FE
+48.5%
+142.8%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -0.7% | +4.9% | +4.1% |
| 7D | +10.4% | +0.6% | +9.7% | +10.5% |
| 30D | -1.3% | -2.1% | +0.9% | -1.6% |
| 3M | -0.6% | +2.6% | -3.3% | -0.3% |
| 6M | +53.8% | -6.8% | +60.5% | +53.3% |
| YTD | +60.2% | +6.9% | +53.3% | +61.3% |
| 1Y | +76.8% | +11.6% | +65.2% | +78.7% |
| 3Y | +191.2% | +47.7% | +143.5% | +182.4% |
| All | +191.2% | +48.5% | +142.8% | +182.4% |
Cumulative growth
Daily Returns
Daily percentage return beside FE.
Daily Out/Under-Performance
Portfolio return minus FE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FE 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 FE 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