+751.2%
NVT vs IT
+45.7%
+705.5%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -7.4% | +11.6% | +6.7% |
| 7D | +10.4% | -9.1% | +19.5% | +13.6% |
| 30D | -1.3% | -7.0% | +5.7% | +0.3% |
| 3M | -0.6% | +7.6% | -8.3% | -7.2% |
| 6M | +53.8% | +2.1% | +51.6% | +43.4% |
| YTD | +60.2% | -31.6% | +91.8% | +76.5% |
| 1Y | +76.8% | -29.9% | +106.7% | +89.4% |
| 3Y | +191.2% | -51.3% | +242.5% | +263.6% |
| 5Y | +430.9% | -44.8% | +475.7% | +495.8% |
| All | +751.2% | +45.7% | +705.5% | +384.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling