+187.5%
NVT vs OMC
+10.5%
+177.1%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -0.6% | +5.2% | +4.7% |
| 7D | +4.1% | -4.4% | +8.4% | +4.9% |
| 30D | -5.1% | -7.6% | +2.5% | -4.0% |
| 3M | -1.2% | +4.5% | -5.7% | -3.1% |
| 6M | +46.6% | -0.3% | +46.8% | +45.3% |
| YTD | +60.0% | -0.1% | +60.1% | +58.2% |
| 1Y | +70.8% | +4.6% | +66.2% | +64.2% |
| 3Y | +187.5% | +10.5% | +177.1% | +148.6% |
| All | +187.5% | +10.5% | +177.1% | +148.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling