+750.3%
NVT vs RGEN
+332.5%
+417.7%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +0.3% | +4.3% | +4.6% |
| 7D | +4.1% | -1.4% | +5.5% | +4.4% |
| 30D | -5.1% | -0.3% | -4.8% | -5.2% |
| 3M | -1.2% | +23.9% | -25.1% | -6.2% |
| 6M | +46.6% | +38.5% | +8.0% | +34.9% |
| YTD | +60.0% | +0.8% | +59.2% | +57.5% |
| 1Y | +70.8% | +38.2% | +32.6% | +56.9% |
| 3Y | +187.5% | +1.3% | +186.2% | +172.0% |
| 5Y | +426.1% | -44.0% | +470.2% | +425.4% |
| All | +750.3% | +332.5% | +417.7% | +422.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RGEN.
Daily Out/Under-Performance
Portfolio return minus RGEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGEN 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 RGEN 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