+70.9%
NVT vs SEI
+105.8%
-35.0%
-27.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +3.4% | -0.9% | +1.4% |
| 7D | +5.1% | +10.2% | -5.2% | +1.6% |
| 30D | -3.7% | -1.0% | -2.7% | -3.4% |
| 3M | -10.1% | -27.9% | +17.8% | -1.6% |
| 6M | +37.5% | +10.4% | +27.1% | +33.4% |
| YTD | +53.7% | +20.1% | +33.6% | +44.0% |
| 1Y | +70.9% | +109.7% | -38.9% | +42.3% |
| All | +70.9% | +105.8% | -35.0% | +42.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SEI.
Daily Out/Under-Performance
Portfolio return minus SEI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SEI 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 SEI 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