+3.6%
NVT vs SBAC
+2.4%
+1.2%
-38.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SBAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.7% | +5.8% | -18.6% | -11.4% |
| 7D | -19.5% | +5.8% | -25.3% | -18.2% |
| 30D | -32.4% | +20.8% | -53.2% | -29.9% |
| 3M | -30.3% | +4.8% | -35.1% | -29.4% |
| 6M | -30.4% | -9.1% | -21.3% | -29.3% |
| YTD | +11.3% | +3.1% | +8.3% | +17.3% |
| 1Y | +3.6% | +2.2% | +1.4% | +9.6% |
| All | +3.6% | +2.4% | +1.2% | +9.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SBAC.
Daily Out/Under-Performance
Portfolio return minus SBAC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SBAC 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 SBAC 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