+70.8%
NVT vs MOH
+4.9%
+65.9%
-27.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +2.0% | +2.7% | +4.6% |
| 7D | +4.1% | +1.7% | +2.4% | +4.0% |
| 30D | -5.1% | -0.9% | -4.2% | -5.1% |
| 3M | -1.2% | +5.7% | -6.9% | -1.5% |
| 6M | +46.6% | +39.1% | +7.5% | +43.5% |
| YTD | +60.0% | +17.7% | +42.3% | +56.7% |
| 1Y | +70.8% | +8.4% | +62.4% | +63.6% |
| All | +70.8% | +4.9% | +65.9% | +63.6% |
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