+717.0%
NVT vs KEY
+61.5%
+655.5%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.3% | +2.3% | +2.4% |
| 7D | +5.1% | +2.2% | +2.9% | +3.8% |
| 30D | -3.7% | -3.0% | -0.7% | -2.0% |
| 3M | -10.1% | +3.3% | -13.5% | -11.8% |
| 6M | +37.5% | +9.2% | +28.3% | +30.8% |
| YTD | +53.7% | +10.6% | +43.1% | +44.9% |
| 1Y | +70.9% | +20.4% | +50.5% | +52.9% |
| 3Y | +180.4% | +121.8% | +58.6% | +74.8% |
| 5Y | +393.5% | +41.1% | +352.3% | +264.5% |
| All | +717.0% | +61.5% | +655.5% | +392.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling