+730.1%
NVT vs IBN
+256.5%
+473.7%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.7% | -0.8% | -1.8% |
| 7D | +7.0% | -5.1% | +12.1% | +9.2% |
| 30D | -2.3% | -3.5% | +1.2% | -1.1% |
| 3M | -3.1% | +11.3% | -14.4% | -7.5% |
| 6M | +47.0% | +4.4% | +42.6% | +43.8% |
| YTD | +56.2% | -1.8% | +58.0% | +56.5% |
| 1Y | +74.5% | -8.0% | +82.5% | +78.8% |
| 3Y | +184.0% | +27.1% | +156.9% | +151.0% |
| 5Y | +410.8% | +54.5% | +356.3% | +310.7% |
| All | +730.1% | +256.5% | +473.7% | +395.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling