+420.3%
NVT vs FND
-63.3%
+483.6%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +1.0% | +3.6% | +4.4% |
| 7D | +4.1% | -5.8% | +9.8% | +5.7% |
| 30D | -5.1% | -20.2% | +15.1% | +0.9% |
| 3M | -1.2% | -12.0% | +10.8% | +1.2% |
| 6M | +46.6% | -18.5% | +65.1% | +52.3% |
| YTD | +60.0% | -22.3% | +82.2% | +67.4% |
| 1Y | +70.8% | -47.6% | +118.4% | +100.6% |
| 3Y | +187.5% | -49.8% | +237.3% | +227.0% |
| All | +420.3% | -63.3% | +483.6% | +521.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling