+750.3%
NVT vs IT
+51.6%
+698.6%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +5.3% | -0.6% | +2.9% |
| 7D | +4.1% | -3.7% | +7.7% | +5.2% |
| 30D | -5.1% | +0.1% | -5.2% | -5.8% |
| 3M | -1.2% | +20.7% | -21.9% | -11.7% |
| 6M | +46.6% | +12.0% | +34.6% | +31.8% |
| YTD | +60.0% | -28.8% | +88.8% | +73.9% |
| 1Y | +70.8% | -25.5% | +96.3% | +79.1% |
| 3Y | +187.5% | -48.8% | +236.3% | +252.0% |
| 5Y | +426.1% | -42.7% | +468.9% | +484.0% |
| All | +750.3% | +51.6% | +698.6% | +377.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IT.
Daily Out/Under-Performance
Portfolio return minus IT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IT 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 IT 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