+501.5%
NVT vs MOS
-1.8%
+503.4%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.7% | -1.4% | -0.9% |
| 7D | +8.0% | -2.0% | +9.9% | +8.6% |
| 30D | -24.8% | +15.3% | -40.1% | -29.3% |
| 3M | -32.4% | +1.5% | -33.9% | -34.2% |
| 6M | -33.5% | -2.0% | -31.5% | -35.1% |
| YTD | +13.2% | -6.5% | +19.7% | +9.8% |
| 1Y | +9.0% | -11.1% | +20.0% | +7.0% |
| 3Y | +129.4% | -30.3% | +159.6% | +135.2% |
| 5Y | +230.1% | -33.5% | +263.6% | +204.5% |
| All | +501.5% | -1.8% | +503.4% | +262.1% |
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