+730.1%
NVT vs GRMN
+466.6%
+263.5%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.3% | -1.2% | -1.8% |
| 7D | +7.0% | -1.4% | +8.4% | +7.8% |
| 30D | -2.3% | -13.1% | +10.8% | +5.2% |
| 3M | -3.1% | +14.9% | -18.0% | -12.0% |
| 6M | +47.0% | +13.1% | +33.9% | +34.2% |
| YTD | +56.2% | +35.3% | +20.9% | +27.6% |
| 1Y | +74.5% | +16.0% | +58.5% | +54.6% |
| 3Y | +184.0% | +179.6% | +4.4% | +34.0% |
| 5Y | +410.8% | +75.0% | +335.8% | +232.1% |
| All | +730.1% | +466.6% | +263.5% | +159.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling