+70.9%
NVT vs LII
-28.2%
+99.0%
-27.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.2% | +1.4% | +2.2% |
| 7D | +5.1% | -0.7% | +5.8% | +5.3% |
| 30D | -3.7% | -12.6% | +8.9% | +1.2% |
| 3M | -10.1% | -24.4% | +14.3% | -1.2% |
| 6M | +37.5% | -28.7% | +66.2% | +51.6% |
| YTD | +53.7% | -19.1% | +72.9% | +61.6% |
| 1Y | +70.9% | -29.7% | +100.6% | +89.6% |
| All | +70.9% | -28.2% | +99.0% | +89.6% |
Cumulative growth
Daily Returns
Daily percentage return beside LII.
Daily Out/Under-Performance
Portfolio return minus LII return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LII 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 LII 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