+187.5%
NVT vs SCCO
+177.0%
+10.5%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SCCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -0.3% | +5.0% | +4.8% |
| 7D | +4.1% | -2.7% | +6.7% | +5.1% |
| 30D | -5.1% | -0.7% | -4.4% | -5.4% |
| 3M | -1.2% | +8.1% | -9.3% | -5.2% |
| 6M | +46.6% | +4.1% | +42.5% | +41.3% |
| YTD | +60.0% | +41.1% | +18.9% | +34.0% |
| 1Y | +70.8% | +95.6% | -24.8% | +24.2% |
| 3Y | +187.5% | +179.3% | +8.3% | +79.3% |
| All | +187.5% | +177.0% | +10.5% | +79.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling