+750.3%
NVT vs SEI
+392.9%
+357.3%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +5.1% | -0.5% | +3.3% |
| 7D | +4.1% | +22.6% | -18.5% | -1.6% |
| 30D | -5.1% | +9.1% | -14.2% | -7.6% |
| 3M | -1.2% | -11.3% | +10.2% | +0.9% |
| 6M | +46.6% | +22.0% | +24.6% | +37.3% |
| YTD | +60.0% | +47.3% | +12.7% | +41.5% |
| 1Y | +70.8% | +124.8% | -54.0% | +34.5% |
| 3Y | +187.5% | +591.3% | -403.7% | +51.3% |
| 5Y | +426.1% | +1,008.2% | -582.1% | +116.0% |
| All | +750.3% | +392.9% | +357.3% | +250.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling