+232.4%
NVT vs P
+286.6%
-54.2%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | P | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +3.4% | -4.4% | -2.2% |
| 7D | +17.4% | +17.8% | -0.4% | +11.1% |
| 30D | -28.4% | -29.9% | +1.5% | -19.3% |
| 3M | -32.4% | -1.2% | -31.2% | -32.3% |
| 6M | -32.2% | +32.1% | -64.3% | -38.9% |
| YTD | +14.0% | +64.3% | -50.3% | -5.0% |
| 1Y | +4.3% | +24.3% | -20.0% | -7.4% |
| 3Y | +131.7% | +203.2% | -71.5% | +48.7% |
| 5Y | +232.4% | +290.4% | -58.0% | +92.0% |
| All | +232.4% | +286.6% | -54.2% | +92.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling