+70.8%
NVT vs IT
-23.2%
+94.0%
-27.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +5.3% | -0.6% | +5.8% |
| 7D | +4.1% | -3.7% | +7.7% | +3.2% |
| 30D | -5.1% | +0.1% | -5.2% | -4.8% |
| 3M | -1.2% | +20.7% | -21.9% | +6.0% |
| 6M | +46.6% | +12.0% | +34.6% | +57.1% |
| YTD | +60.0% | -28.8% | +88.8% | +69.8% |
| 1Y | +70.8% | -25.5% | +96.3% | +80.6% |
| All | +70.8% | -23.2% | +94.0% | +80.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling