+79.0%
NVT vs PL
+106.1%
-27.2%
-27.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -1.7% | +5.9% | +4.4% |
| 7D | +10.4% | -7.5% | +17.9% | +11.4% |
| 30D | -1.3% | -25.6% | +24.3% | +2.5% |
| 3M | -0.6% | -45.6% | +45.0% | +6.1% |
| 6M | +53.8% | -29.5% | +83.3% | +58.1% |
| YTD | +60.2% | -9.7% | +69.9% | +57.8% |
| All | +79.0% | +106.1% | -27.2% | +78.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling