+410.8%
NVT vs PAAS
+122.5%
+288.3%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +3.7% | -6.2% | -3.0% |
| 7D | +7.0% | +2.6% | +4.4% | +6.5% |
| 30D | -2.3% | +2.5% | -4.8% | -2.9% |
| 3M | -3.1% | +15.1% | -18.2% | -5.5% |
| 6M | +47.0% | -12.1% | +59.1% | +48.2% |
| YTD | +56.2% | +3.1% | +53.1% | +53.5% |
| 1Y | +74.5% | +50.8% | +23.7% | +62.5% |
| 3Y | +184.0% | +259.5% | -75.5% | +134.4% |
| 5Y | +410.8% | +126.3% | +284.5% | +329.2% |
| All | +410.8% | +122.5% | +288.3% | +329.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling