+174.8%
NVT vs QS
-26.0%
+200.8%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | QS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.8% | -1.4% | -2.0% |
| 7D | +2.0% | -5.0% | +7.0% | +2.8% |
| 30D | -7.2% | -18.3% | +11.1% | -4.5% |
| 3M | -0.9% | -26.0% | +25.1% | +2.9% |
| 6M | +42.6% | -24.0% | +66.6% | +47.1% |
| YTD | +52.9% | -50.3% | +103.2% | +65.3% |
| 1Y | +64.5% | -38.0% | +102.4% | +73.1% |
| All | +174.8% | -26.0% | +200.8% | +170.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling