+181.1%
NVT vs RACE
+40.8%
+140.3%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -1.9% | +4.5% | +3.1% |
| 7D | +5.1% | -2.5% | +7.6% | +5.8% |
| 30D | -3.7% | +0.8% | -4.5% | -4.1% |
| 3M | -10.1% | +17.2% | -27.3% | -14.5% |
| 6M | +37.5% | +13.6% | +23.9% | +31.5% |
| YTD | +53.7% | +12.2% | +41.5% | +47.0% |
| 1Y | +70.9% | -16.3% | +87.1% | +79.9% |
| All | +181.1% | +40.8% | +140.3% | +126.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling