+70.9%
NVT vs RIO
+73.7%
-2.9%
-27.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.4% | +2.2% | +2.4% |
| 7D | +5.1% | 0.0% | +5.1% | +5.1% |
| 30D | -3.7% | +4.0% | -7.7% | -6.1% |
| 3M | -10.1% | +0.1% | -10.3% | -10.7% |
| 6M | +37.5% | +12.7% | +24.7% | +27.0% |
| YTD | +53.7% | +35.6% | +18.2% | +31.2% |
| 1Y | +70.9% | +73.7% | -2.8% | +30.9% |
| All | +70.9% | +73.7% | -2.9% | +30.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RIO.
Daily Out/Under-Performance
Portfolio return minus RIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RIO 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 RIO 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