+76.8%
NVT vs MOS
-15.9%
+92.7%
-27.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +2.6% | +1.6% | +4.1% |
| 7D | +10.4% | +7.1% | +3.3% | +10.0% |
| 30D | -1.3% | +15.0% | -16.3% | -1.8% |
| 3M | -0.6% | +24.1% | -24.7% | -2.1% |
| 6M | +53.8% | +2.7% | +51.0% | +51.2% |
| YTD | +60.2% | +12.2% | +48.0% | +57.0% |
| 1Y | +76.8% | -16.3% | +93.1% | +80.4% |
| All | +76.8% | -15.9% | +92.7% | +80.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling