+750.3%
NVT vs SCCO
+424.7%
+325.6%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SCCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -0.3% | +5.0% | +4.8% |
| 7D | +4.1% | -2.7% | +6.7% | +5.3% |
| 30D | -5.1% | -0.7% | -4.4% | -5.5% |
| 3M | -1.2% | +8.1% | -9.3% | -5.6% |
| 6M | +46.6% | +4.1% | +42.5% | +40.8% |
| YTD | +60.0% | +41.1% | +18.9% | +30.8% |
| 1Y | +70.8% | +95.6% | -24.8% | +18.6% |
| 3Y | +187.5% | +179.3% | +8.3% | +60.0% |
| 5Y | +426.1% | +308.3% | +117.8% | +125.0% |
| All | +750.3% | +424.7% | +325.6% | +137.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SCCO.
Daily Out/Under-Performance
Portfolio return minus SCCO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SCCO 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 10y: compounded portfolio wealth divided by compounded SCCO 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…
10y analysis · Full analysis span regression · 6 months rolling