+70.8%
NVT vs SHAK
-34.9%
+105.7%
-27.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHAK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +3.2% | +1.5% | +4.2% |
| 7D | +4.1% | -8.3% | +12.4% | +5.1% |
| 30D | -5.1% | -12.6% | +7.5% | -3.6% |
| 3M | -1.2% | +9.1% | -10.3% | -2.8% |
| 6M | +46.6% | -31.2% | +77.8% | +53.7% |
| YTD | +60.0% | -21.6% | +81.6% | +61.0% |
| 1Y | +70.8% | -38.8% | +109.6% | +84.4% |
| All | +70.8% | -34.9% | +105.7% | +84.4% |
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