+70.8%
NVT vs FND
-45.3%
+116.1%
-27.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +1.0% | +3.6% | +4.5% |
| 7D | +4.1% | -5.8% | +9.8% | +5.0% |
| 30D | -5.1% | -20.2% | +15.1% | -1.6% |
| 3M | -1.2% | -12.0% | +10.8% | +0.1% |
| 6M | +46.6% | -18.5% | +65.1% | +48.8% |
| YTD | +60.0% | -22.3% | +82.2% | +62.8% |
| 1Y | +70.8% | -47.6% | +118.4% | +80.8% |
| All | +70.8% | -45.3% | +116.1% | +80.8% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 FND 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