+750.3%
NVT vs MOH
+138.2%
+612.1%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +2.0% | +2.7% | +4.3% |
| 7D | +4.1% | +1.7% | +2.4% | +3.7% |
| 30D | -5.1% | -0.9% | -4.2% | -5.1% |
| 3M | -1.2% | +5.7% | -6.9% | -2.7% |
| 6M | +46.6% | +39.1% | +7.5% | +36.6% |
| YTD | +60.0% | +17.7% | +42.3% | +51.9% |
| 1Y | +70.8% | +8.4% | +62.4% | +63.2% |
| 3Y | +187.5% | -36.6% | +224.1% | +189.6% |
| 5Y | +426.1% | -19.1% | +445.2% | +377.9% |
| All | +750.3% | +138.2% | +612.1% | +516.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling