+3.6%
NVT vs PAAS
+24.3%
-20.7%
-38.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.7% | +8.4% | -21.1% | -14.6% |
| 7D | -19.5% | -1.1% | -18.4% | -19.3% |
| 30D | -32.4% | -8.5% | -23.9% | -30.9% |
| 3M | -30.3% | -7.3% | -23.1% | -29.4% |
| 6M | -30.4% | -18.3% | -12.2% | -28.0% |
| YTD | +11.3% | -19.2% | +30.5% | +13.6% |
| 1Y | +3.6% | +26.1% | -22.6% | -8.9% |
| All | +3.6% | +24.3% | -20.7% | -8.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PAAS.
Daily Out/Under-Performance
Portfolio return minus PAAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAAS 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 PAAS 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