+3.6%
NVT vs MGY
+8.9%
-5.4%
-38.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MGY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.7% | -5.2% | -7.5% | -13.1% |
| 7D | -19.5% | -12.1% | -7.4% | -20.6% |
| 30D | -32.4% | -2.6% | -29.8% | -32.3% |
| 3M | -30.3% | -4.2% | -26.1% | -30.2% |
| 6M | -30.4% | -23.9% | -6.5% | -33.1% |
| YTD | +11.3% | +8.8% | +2.5% | +10.6% |
| 1Y | +3.6% | +9.5% | -5.9% | +2.6% |
| All | +3.6% | +8.9% | -5.4% | +2.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MGY.
Daily Out/Under-Performance
Portfolio return minus MGY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MGY 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 MGY 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