+179.5%
NVT vs MOS
-23.8%
+203.3%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.4% | +1.2% | +2.4% |
| 7D | +5.1% | +9.5% | -4.4% | +3.7% |
| 30D | -3.7% | +10.4% | -14.1% | -5.2% |
| 3M | -10.1% | +12.9% | -23.0% | -12.2% |
| 6M | +37.5% | +1.2% | +36.2% | +35.5% |
| YTD | +53.7% | +9.3% | +44.4% | +48.6% |
| 1Y | +70.9% | -18.0% | +88.8% | +74.5% |
| All | +179.5% | -23.8% | +203.3% | +170.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling