+730.1%
NVT vs FND
-16.3%
+746.4%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.7% | -1.8% | -2.3% |
| 7D | +7.0% | -0.8% | +7.8% | +7.2% |
| 30D | -2.3% | -19.6% | +17.3% | +4.3% |
| 3M | -3.1% | -4.3% | +1.3% | -3.2% |
| 6M | +47.0% | -20.4% | +67.5% | +54.5% |
| YTD | +56.2% | -21.9% | +78.1% | +63.9% |
| 1Y | +74.5% | -45.2% | +119.7% | +104.2% |
| 3Y | +184.0% | -49.2% | +233.2% | +226.6% |
| 5Y | +410.8% | -61.8% | +472.6% | +509.3% |
| All | +730.1% | -16.3% | +746.4% | +468.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling