+712.5%
NVT vs RRC
+221.1%
+491.4%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.3% | -2.5% | -2.2% |
| 7D | +2.0% | -1.2% | +3.2% | +2.2% |
| 30D | -7.2% | +3.0% | -10.1% | -7.8% |
| 3M | -0.9% | +7.3% | -8.2% | -2.7% |
| 6M | +42.6% | +3.6% | +39.0% | +40.5% |
| YTD | +52.9% | +19.4% | +33.5% | +46.0% |
| 1Y | +64.5% | +21.4% | +43.0% | +55.9% |
| 3Y | +178.0% | +32.8% | +145.2% | +157.6% |
| 5Y | +402.8% | +152.0% | +250.8% | +295.8% |
| All | +712.5% | +221.1% | +491.4% | +448.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RRC.
Daily Out/Under-Performance
Portfolio return minus RRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRC 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 all: compounded portfolio wealth divided by compounded RRC 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…
all analysis · Full analysis span regression · 6 months rolling