+3.6%
NVT vs SHAK
-21.2%
+24.8%
-38.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHAK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.7% | +3.8% | -16.5% | -13.0% |
| 7D | -19.5% | +8.3% | -27.8% | -20.1% |
| 30D | -32.4% | +16.7% | -49.1% | -33.4% |
| 3M | -30.3% | +10.0% | -40.3% | -31.1% |
| 6M | -30.4% | -23.8% | -6.6% | -27.4% |
| YTD | +11.3% | -10.3% | +21.6% | +11.8% |
| 1Y | +3.6% | -22.9% | +26.5% | +10.5% |
| All | +3.6% | -21.2% | +24.8% | +10.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SHAK.
Daily Out/Under-Performance
Portfolio return minus SHAK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SHAK 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 SHAK 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