+70.9%
NVT vs OMC
+9.8%
+61.1%
-27.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -2.5% | +5.1% | +2.1% |
| 7D | +5.1% | -6.4% | +11.5% | +3.8% |
| 30D | -3.7% | +1.1% | -4.8% | -3.5% |
| 3M | -10.1% | +10.4% | -20.6% | -8.5% |
| 6M | +37.5% | -1.7% | +39.2% | +38.5% |
| YTD | +53.7% | +4.4% | +49.3% | +55.0% |
| 1Y | +70.9% | +8.4% | +62.4% | +73.2% |
| All | +70.9% | +9.8% | +61.1% | +73.2% |
Cumulative growth
Daily Returns
Daily percentage return beside OMC.
Daily Out/Under-Performance
Portfolio return minus OMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OMC 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 OMC 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