+180.7%
NVT vs S
+13.6%
+167.1%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.1% | -2.5% | -2.5% |
| 7D | +7.0% | -1.2% | +8.2% | +7.3% |
| 30D | -2.3% | -12.6% | +10.2% | +0.4% |
| 3M | -3.1% | +27.6% | -30.6% | -10.1% |
| 6M | +47.0% | +35.5% | +11.6% | +32.2% |
| YTD | +56.2% | +29.6% | +26.6% | +41.3% |
| 1Y | +74.5% | +8.1% | +66.4% | +66.2% |
| All | +180.7% | +13.6% | +167.1% | +153.3% |
Cumulative growth
Daily Returns
Daily percentage return beside S.
Daily Out/Under-Performance
Portfolio return minus S return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × S 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 3y: compounded portfolio wealth divided by compounded S 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…
3y analysis · Full analysis span regression · 6 months rolling