+70.8%
NVT vs IBN
-5.9%
+76.7%
-27.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +1.9% | +2.8% | +4.2% |
| 7D | +4.1% | -3.0% | +7.1% | +4.8% |
| 30D | -5.1% | -1.5% | -3.6% | -4.9% |
| 3M | -1.2% | +7.9% | -9.1% | -3.8% |
| 6M | +46.6% | +8.6% | +37.9% | +40.7% |
| YTD | +60.0% | -0.6% | +60.5% | +54.9% |
| 1Y | +70.8% | -7.3% | +78.1% | +61.9% |
| All | +70.8% | -5.9% | +76.7% | +61.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling