+187.5%
NVT vs IT
-49.4%
+236.9%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +5.3% | -0.6% | +4.6% |
| 7D | +4.1% | -3.7% | +7.7% | +4.1% |
| 30D | -5.1% | +0.1% | -5.2% | -5.2% |
| 3M | -1.2% | +20.7% | -21.9% | -1.8% |
| 6M | +46.6% | +12.0% | +34.6% | +46.3% |
| YTD | +60.0% | -28.8% | +88.8% | +76.2% |
| 1Y | +70.8% | -25.5% | +96.3% | +84.3% |
| 3Y | +187.5% | -48.8% | +236.3% | +289.9% |
| All | +187.5% | -49.4% | +236.9% | +289.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling