+129.4%
NVT vs PL
+536.4%
-407.0%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.6% | -0.1% | -0.6% |
| 7D | +8.0% | +10.0% | -2.1% | +6.3% |
| 30D | -24.8% | -2.3% | -22.5% | -24.4% |
| 3M | -32.4% | -44.2% | +11.8% | -26.6% |
| 6M | -33.5% | -66.1% | +32.6% | -23.8% |
| YTD | +13.2% | -30.0% | +43.2% | +14.7% |
| 1Y | +9.0% | +21.0% | -12.1% | +1.0% |
| 3Y | +129.4% | +516.5% | -387.1% | +51.2% |
| All | +129.4% | +536.4% | -407.0% | +51.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling