+70.9%
NVT vs RBA
-26.5%
+97.4%
-27.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.3% | +2.3% | +2.6% |
| 7D | +5.1% | -2.9% | +8.0% | +5.3% |
| 30D | -3.7% | -12.3% | +8.6% | -2.2% |
| 3M | -10.1% | -20.5% | +10.4% | -8.3% |
| 6M | +37.5% | -18.5% | +56.0% | +39.0% |
| YTD | +53.7% | -18.2% | +72.0% | +53.1% |
| 1Y | +70.9% | -27.5% | +98.4% | +73.7% |
| All | +70.9% | -26.5% | +97.4% | +73.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RBA.
Daily Out/Under-Performance
Portfolio return minus RBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RBA 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 RBA 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