+180.7%
NVT vs PTC
-10.6%
+191.3%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -3.3% | +0.8% | -1.6% |
| 7D | +7.0% | -13.6% | +20.6% | +11.1% |
| 30D | -2.3% | -14.7% | +12.3% | +1.5% |
| 3M | -3.1% | -5.9% | +2.8% | -2.6% |
| 6M | +47.0% | -21.1% | +68.2% | +60.0% |
| YTD | +56.2% | -26.0% | +82.2% | +75.2% |
| 1Y | +74.5% | -36.8% | +111.4% | +115.6% |
| All | +180.7% | -10.6% | +191.3% | +155.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling