+70.8%
NVT vs QID
-34.8%
+105.6%
-27.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -1.8% | +6.4% | +3.3% |
| 7D | +4.1% | +1.3% | +2.8% | +5.2% |
| 30D | -5.1% | +2.9% | -8.1% | -2.5% |
| 3M | -1.2% | -0.7% | -0.5% | +1.7% |
| 6M | +46.6% | -29.7% | +76.3% | +20.8% |
| YTD | +60.0% | -27.9% | +87.9% | +35.8% |
| 1Y | +70.8% | -34.6% | +105.4% | +34.3% |
| All | +70.8% | -34.8% | +105.6% | +34.3% |
Cumulative growth
Daily Returns
Daily percentage return beside QID.
Daily Out/Under-Performance
Portfolio return minus QID return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QID 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 QID 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