+730.1%
NVT vs MOS
+16.4%
+713.7%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.2% | -1.3% | -2.1% |
| 7D | +7.0% | +1.7% | +5.3% | +6.4% |
| 30D | -2.3% | +11.7% | -14.0% | -6.3% |
| 3M | -3.1% | +23.2% | -26.3% | -10.7% |
| 6M | +47.0% | -1.6% | +48.7% | +44.4% |
| YTD | +56.2% | +10.8% | +45.4% | +45.8% |
| 1Y | +74.5% | -16.2% | +90.8% | +78.3% |
| 3Y | +184.0% | -24.2% | +208.2% | +188.2% |
| 5Y | +410.8% | -6.6% | +417.4% | +313.4% |
| All | +730.1% | +16.4% | +713.7% | +380.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MOS.
Daily Out/Under-Performance
Portfolio return minus MOS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MOS 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 10y: compounded portfolio wealth divided by compounded MOS 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…
10y analysis · Full analysis span regression · 6 months rolling