+430.9%
NVT vs OUST
-52.5%
+483.5%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-08 to 2026-09-08.
| Period | Portfolio | OUST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +2.9% | +1.3% | +3.8% |
| 7D | +10.4% | +12.7% | -2.4% | +8.8% |
| 30D | -1.3% | -13.6% | +12.3% | +0.4% |
| 3M | -0.6% | -8.3% | +7.7% | -0.9% |
| 6M | +53.8% | +85.0% | -31.2% | +41.0% |
| YTD | +60.2% | +73.2% | -13.1% | +47.0% |
| 1Y | +76.8% | +32.5% | +44.3% | +64.9% |
| 3Y | +191.2% | +643.8% | -452.6% | +117.6% |
| 5Y | +430.9% | -52.1% | +483.1% | +401.7% |
| All | +430.9% | -52.5% | +483.5% | +401.7% |
Cumulative growth
Daily Returns
Daily percentage return beside OUST.
Daily Out/Under-Performance
Portfolio return minus OUST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OUST 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 2021-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded OUST 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…
2021-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling