+70.9%
NVT vs MOH
+18.1%
+52.7%
-27.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -1.0% | +3.6% | +2.6% |
| 7D | +5.1% | +0.4% | +4.7% | +5.1% |
| 30D | -3.7% | +2.9% | -6.6% | -3.8% |
| 3M | -10.1% | +4.1% | -14.3% | -10.4% |
| 6M | +37.5% | +33.8% | +3.6% | +34.8% |
| YTD | +53.7% | +15.7% | +38.0% | +50.8% |
| 1Y | +70.9% | +17.5% | +53.3% | +64.7% |
| All | +70.9% | +18.1% | +52.7% | +64.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MOH.
Daily Out/Under-Performance
Portfolio return minus MOH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MOH 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 MOH 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