+303.7%
NVT vs PL
+45.6%
+258.1%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.7% | -1.0% | -1.6% |
| 7D | -13.0% | +5.6% | -18.6% | -13.5% |
| 30D | -32.7% | -16.9% | -15.8% | -30.9% |
| 3M | -30.6% | -38.2% | +7.6% | -26.0% |
| 6M | -33.6% | -63.4% | +29.8% | -25.2% |
| YTD | +11.0% | -27.6% | +38.6% | +12.0% |
| 1Y | +0.8% | +6.6% | -5.8% | -4.3% |
| 3Y | +125.7% | +557.6% | -431.9% | +54.7% |
| 5Y | +231.1% | +39.5% | +191.6% | +145.0% |
| All | +303.7% | +45.6% | +258.1% | +192.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PL.
Daily Out/Under-Performance
Portfolio return minus PL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PL 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 PL 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