+187.5%
NVT vs FRSH
-46.4%
+233.9%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +0.2% | +4.5% | +4.6% |
| 7D | +4.1% | -6.6% | +10.7% | +5.0% |
| 30D | -5.1% | +2.1% | -7.2% | -5.8% |
| 3M | -1.2% | +29.0% | -30.1% | -6.4% |
| 6M | +46.6% | +48.6% | -2.0% | +33.9% |
| YTD | +60.0% | -2.9% | +62.9% | +59.4% |
| 1Y | +70.8% | -7.9% | +78.7% | +72.0% |
| 3Y | +187.5% | -46.5% | +234.1% | +225.1% |
| All | +187.5% | -46.4% | +233.9% | +225.1% |
Cumulative growth
Daily Returns
Daily percentage return beside FRSH.
Daily Out/Under-Performance
Portfolio return minus FRSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FRSH 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 FRSH 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