+70.9%
NVT vs QS
-28.5%
+99.3%
-27.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.6% | +2.0% | +2.5% |
| 7D | +5.1% | -2.3% | +7.4% | +5.7% |
| 30D | -3.7% | -0.7% | -3.0% | -3.7% |
| 3M | -10.1% | -39.6% | +29.5% | -0.8% |
| 6M | +37.5% | -21.7% | +59.2% | +43.0% |
| YTD | +53.7% | -47.4% | +101.1% | +70.3% |
| 1Y | +70.9% | -28.4% | +99.2% | +94.4% |
| All | +70.9% | -28.5% | +99.3% | +94.4% |
Cumulative growth
Daily Returns
Daily percentage return beside QS.
Daily Out/Under-Performance
Portfolio return minus QS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QS 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 QS 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