+70.8%
NVT vs GRMN
+21.5%
+49.3%
-27.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +4.2% | +0.4% | +4.0% |
| 7D | +4.1% | +2.4% | +1.6% | +3.7% |
| 30D | -5.1% | -8.5% | +3.3% | -4.0% |
| 3M | -1.2% | +19.5% | -20.6% | -4.6% |
| 6M | +46.6% | +21.2% | +25.4% | +40.2% |
| YTD | +60.0% | +41.0% | +18.9% | +47.3% |
| 1Y | +70.8% | +19.6% | +51.2% | +57.7% |
| All | +70.8% | +21.5% | +49.3% | +57.7% |
Cumulative growth
Daily Returns
Daily percentage return beside GRMN.
Daily Out/Under-Performance
Portfolio return minus GRMN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GRMN 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 1y: compounded portfolio wealth divided by compounded GRMN 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…
1y analysis · Full analysis span regression · 6 months rolling