+501.5%
NVT vs PTC
+129.0%
+372.5%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.1% | -0.6% | -0.7% |
| 7D | +8.0% | +0.5% | +7.5% | +7.8% |
| 30D | -24.8% | +1.2% | -26.0% | -25.1% |
| 3M | -32.4% | +27.4% | -59.8% | -40.1% |
| 6M | -33.5% | +39.2% | -72.7% | -44.4% |
| YTD | +13.2% | +12.5% | +0.7% | +3.1% |
| 1Y | +9.0% | +12.3% | -3.3% | -0.7% |
| 3Y | +129.4% | +28.8% | +100.6% | +92.6% |
| 5Y | +230.1% | +60.9% | +169.2% | +143.9% |
| All | +501.5% | +129.0% | +372.5% | +189.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling