+397.2%
NVT vs IBN
+55.4%
+341.8%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.6% | -1.5% | -1.9% |
| 7D | +2.0% | -5.5% | +7.5% | +4.3% |
| 30D | -7.2% | -3.4% | -3.8% | -6.0% |
| 3M | -0.9% | +8.7% | -9.6% | -4.6% |
| 6M | +42.6% | +3.7% | +38.9% | +39.7% |
| YTD | +52.9% | -2.4% | +55.3% | +53.3% |
| 1Y | +64.5% | -8.1% | +72.5% | +68.2% |
| 3Y | +178.0% | +26.3% | +151.7% | +142.5% |
| All | +397.2% | +55.4% | +341.8% | +277.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling