+585.1%
NVT vs GH
+486.6%
+98.5%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +1.1% | -3.6% | -2.6% |
| 7D | +7.0% | -0.2% | +7.2% | +7.0% |
| 30D | -2.3% | -2.6% | +0.3% | -2.1% |
| 3M | -3.1% | +25.1% | -28.2% | -6.3% |
| 6M | +47.0% | +78.5% | -31.5% | +34.7% |
| YTD | +56.2% | +59.4% | -3.2% | +45.0% |
| 1Y | +74.5% | +173.9% | -99.3% | +49.5% |
| 3Y | +184.0% | +382.7% | -198.7% | +117.2% |
| 5Y | +410.8% | +24.4% | +386.4% | +337.8% |
| All | +585.1% | +486.6% | +98.5% | +340.4% |
Cumulative growth
Daily Returns
Daily percentage return beside GH.
Daily Out/Under-Performance
Portfolio return minus GH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GH 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 GH 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