+174.8%
NVT vs SBAC
-11.3%
+186.1%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SBAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -2.8% | +0.7% | -2.4% |
| 7D | +2.0% | -5.3% | +7.3% | +1.5% |
| 30D | -7.2% | +0.4% | -7.6% | -7.1% |
| 3M | -0.9% | -11.9% | +11.0% | -1.2% |
| 6M | +42.6% | -4.5% | +47.1% | +43.2% |
| YTD | +52.9% | -4.3% | +57.2% | +53.6% |
| 1Y | +64.5% | -3.9% | +68.3% | +65.4% |
| All | +174.8% | -11.3% | +186.1% | +167.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling