+750.3%
NVT vs MGY
+206.6%
+543.7%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MGY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +0.2% | +4.5% | +4.6% |
| 7D | +4.1% | +3.5% | +0.5% | +2.9% |
| 30D | -5.1% | +5.3% | -10.4% | -6.9% |
| 3M | -1.2% | +2.6% | -3.8% | -2.8% |
| 6M | +46.6% | -3.3% | +49.9% | +45.5% |
| YTD | +60.0% | +29.2% | +30.8% | +42.6% |
| 1Y | +70.8% | +18.0% | +52.8% | +56.5% |
| 3Y | +187.5% | +30.0% | +157.5% | +151.0% |
| 5Y | +426.1% | +92.7% | +333.5% | +268.8% |
| All | +750.3% | +206.6% | +543.7% | +394.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling