+187.5%
NVT vs SEI
+594.6%
-407.0%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +5.1% | -0.5% | +3.4% |
| 7D | +4.1% | +22.6% | -18.5% | -1.4% |
| 30D | -5.1% | +9.1% | -14.2% | -7.5% |
| 3M | -1.2% | -11.3% | +10.2% | +0.5% |
| 6M | +46.6% | +22.0% | +24.6% | +38.2% |
| YTD | +60.0% | +47.3% | +12.7% | +43.6% |
| 1Y | +70.8% | +124.8% | -54.0% | +39.4% |
| 3Y | +187.5% | +591.3% | -403.7% | +82.0% |
| All | +187.5% | +594.6% | -407.0% | +82.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling