+70.9%
NVT vs PTC
-33.3%
+104.1%
-27.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -6.0% | +8.6% | +1.6% |
| 7D | +5.1% | -10.3% | +15.3% | +3.2% |
| 30D | -3.7% | +1.1% | -4.8% | -3.4% |
| 3M | -10.1% | +1.6% | -11.8% | -7.5% |
| 6M | +37.5% | -13.5% | +50.9% | +44.3% |
| YTD | +53.7% | -19.1% | +72.8% | +67.7% |
| 1Y | +70.9% | -33.9% | +104.7% | +112.6% |
| All | +70.9% | -33.3% | +104.1% | +112.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PTC.
Daily Out/Under-Performance
Portfolio return minus PTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTC 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 PTC 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