+3.6%
NVT vs RACE
+10.6%
-7.0%
-38.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.7% | +4.3% | -17.0% | -12.9% |
| 7D | -19.5% | +9.9% | -29.4% | -20.0% |
| 30D | -32.4% | +12.8% | -45.2% | -33.0% |
| 3M | -30.3% | +7.4% | -37.7% | -30.7% |
| 6M | -30.4% | +27.6% | -58.0% | -32.3% |
| YTD | +11.3% | +18.4% | -7.0% | +9.2% |
| 1Y | +3.6% | +9.5% | -6.0% | +2.2% |
| All | +3.6% | +10.6% | -7.0% | +2.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 RACE 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