+420.3%
NVT vs QID
-80.8%
+501.1%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -1.8% | +6.4% | +3.8% |
| 7D | +4.1% | +1.3% | +2.8% | +4.8% |
| 30D | -5.1% | +2.9% | -8.1% | -3.4% |
| 3M | -1.2% | -0.7% | -0.5% | +1.1% |
| 6M | +46.6% | -29.7% | +76.3% | +30.6% |
| YTD | +60.0% | -27.9% | +87.9% | +45.3% |
| 1Y | +70.8% | -34.6% | +105.4% | +50.9% |
| 3Y | +187.5% | -73.5% | +261.1% | +100.7% |
| All | +420.3% | -80.8% | +501.1% | +267.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling