+180.7%
NVT vs P
+144.8%
+36.0%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | P | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -4.0% | +1.6% | -1.2% |
| 7D | +7.0% | +5.0% | +2.0% | +5.3% |
| 30D | -2.3% | -0.9% | -1.4% | -2.7% |
| 3M | -3.1% | +38.7% | -41.7% | -13.7% |
| 6M | +47.0% | +54.4% | -7.4% | +25.2% |
| YTD | +56.2% | +44.8% | +11.4% | +34.4% |
| 1Y | +74.5% | +22.5% | +52.0% | +54.4% |
| All | +180.7% | +144.8% | +36.0% | +93.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling