+420.3%
NVT vs NTR
+45.7%
+374.6%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -0.4% | +5.0% | +4.7% |
| 7D | +4.1% | -1.3% | +5.4% | +4.3% |
| 30D | -5.1% | +16.8% | -21.9% | -7.8% |
| 3M | -1.2% | +20.7% | -21.9% | -4.9% |
| 6M | +46.6% | +0.5% | +46.0% | +45.5% |
| YTD | +60.0% | +29.2% | +30.8% | +50.0% |
| 1Y | +70.8% | +39.6% | +31.2% | +56.6% |
| 3Y | +187.5% | +37.9% | +149.7% | +159.6% |
| All | +420.3% | +45.7% | +374.6% | +296.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling