+712.5%
NVT vs P
+354.4%
+358.1%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | P | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -3.0% | +0.9% | -1.1% |
| 7D | +2.0% | -4.1% | +6.2% | +3.5% |
| 30D | -7.2% | -14.0% | +6.8% | -2.8% |
| 3M | -0.9% | +41.4% | -42.3% | -12.5% |
| 6M | +42.6% | +54.2% | -11.6% | +21.1% |
| YTD | +52.9% | +40.4% | +12.5% | +32.5% |
| 1Y | +64.5% | +16.0% | +48.5% | +48.3% |
| 3Y | +178.0% | +140.7% | +37.3% | +83.1% |
| 5Y | +402.8% | +256.3% | +146.5% | +174.9% |
| All | +712.5% | +354.4% | +358.1% | +234.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling