+9.0%
NVT vs KEY
+25.9%
-17.0%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.6% | -1.3% | -1.0% |
| 7D | +8.0% | +2.9% | +5.0% | +6.6% |
| 30D | -24.8% | +8.4% | -33.2% | -27.3% |
| 3M | -32.4% | -5.8% | -26.7% | -30.2% |
| 6M | -33.5% | +5.4% | -38.9% | -35.4% |
| YTD | +13.2% | +7.1% | +6.1% | +7.5% |
| 1Y | +9.0% | +26.8% | -17.8% | -5.4% |
| All | +9.0% | +25.9% | -17.0% | -5.4% |
Cumulative growth
Daily Returns
Daily percentage return beside KEY.
Daily Out/Under-Performance
Portfolio return minus KEY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KEY 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 KEY 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