+70.9%
NVT vs P
+32.0%
+38.9%
-27.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | P | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.4% | +1.2% | +2.1% |
| 7D | +5.1% | +6.5% | -1.5% | +2.8% |
| 30D | -3.7% | +18.8% | -22.5% | -10.3% |
| 3M | -10.1% | +26.7% | -36.9% | -18.5% |
| 6M | +37.5% | +62.2% | -24.7% | +14.6% |
| YTD | +53.7% | +48.5% | +5.2% | +30.3% |
| 1Y | +70.9% | +26.4% | +44.5% | +44.4% |
| All | +70.9% | +32.0% | +38.9% | +44.4% |
Cumulative growth
Daily Returns
Daily percentage return beside P.
Daily Out/Under-Performance
Portfolio return minus P return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × P 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 P 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