+712.5%
NVT vs RBA
+181.3%
+531.2%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.0% | -1.2% | -1.7% |
| 7D | +2.0% | -3.3% | +5.3% | +3.4% |
| 30D | -7.2% | -9.8% | +2.6% | -3.6% |
| 3M | -0.9% | -23.5% | +22.6% | +8.7% |
| 6M | +42.6% | -21.5% | +64.1% | +54.3% |
| YTD | +52.9% | -21.2% | +74.1% | +63.7% |
| 1Y | +64.5% | -30.2% | +94.7% | +85.6% |
| 3Y | +178.0% | +25.3% | +152.7% | +137.5% |
| 5Y | +402.8% | +35.1% | +367.7% | +296.6% |
| All | +712.5% | +181.3% | +531.2% | +230.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling