+750.3%
NVT vs IBN
+261.0%
+489.2%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +1.9% | +2.8% | +3.9% |
| 7D | +4.1% | -3.0% | +7.1% | +5.3% |
| 30D | -5.1% | -1.5% | -3.6% | -4.7% |
| 3M | -1.2% | +7.9% | -9.1% | -4.4% |
| 6M | +46.6% | +8.6% | +37.9% | +41.2% |
| YTD | +60.0% | -0.6% | +60.5% | +59.5% |
| 1Y | +70.8% | -7.3% | +78.1% | +74.5% |
| 3Y | +187.5% | +26.2% | +161.3% | +155.0% |
| 5Y | +426.1% | +57.8% | +368.3% | +319.5% |
| All | +750.3% | +261.0% | +489.2% | +404.9% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 10y: compounded portfolio wealth divided by compounded IBN 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…
10y analysis · Full analysis span regression · 6 months rolling