+70.9%
NVT vs NTR
+43.1%
+27.8%
-27.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -1.6% | +4.2% | +2.5% |
| 7D | +5.1% | +8.1% | -3.0% | +5.8% |
| 30D | -3.7% | +18.8% | -22.5% | -2.3% |
| 3M | -10.1% | +16.2% | -26.4% | -9.1% |
| 6M | +37.5% | +9.8% | +27.7% | +37.4% |
| YTD | +53.7% | +30.9% | +22.9% | +54.0% |
| 1Y | +70.9% | +41.8% | +29.1% | +69.8% |
| All | +70.9% | +43.1% | +27.8% | +69.8% |
Cumulative growth
Daily Returns
Daily percentage return beside NTR.
Daily Out/Under-Performance
Portfolio return minus NTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NTR 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 NTR 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