+174.8%
NVT vs GRMN
+179.1%
-4.3%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | 0.0% | -2.1% | -2.1% |
| 7D | +2.0% | -1.8% | +3.8% | +2.6% |
| 30D | -7.2% | -12.1% | +4.9% | -3.3% |
| 3M | -0.9% | +18.0% | -18.9% | -7.4% |
| 6M | +42.6% | +13.7% | +28.9% | +34.8% |
| YTD | +52.9% | +35.3% | +17.6% | +35.0% |
| 1Y | +64.5% | +17.2% | +47.2% | +52.4% |
| All | +174.8% | +179.1% | -4.3% | +88.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling