+437.7%
NVT vs FRSH
-72.5%
+510.2%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +0.2% | +4.5% | +4.6% |
| 7D | +4.1% | -6.6% | +10.7% | +5.1% |
| 30D | -5.1% | +2.1% | -7.2% | -5.7% |
| 3M | -1.2% | +29.0% | -30.1% | -6.2% |
| 6M | +46.6% | +48.6% | -2.0% | +34.9% |
| YTD | +60.0% | -2.9% | +62.9% | +57.6% |
| 1Y | +70.8% | -7.9% | +78.7% | +69.6% |
| 3Y | +187.5% | -46.5% | +234.1% | +205.7% |
| All | +437.7% | -72.5% | +510.2% | +465.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling