+3.6%
NVT vs SIMO
+94.5%
-90.9%
-38.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.7% | -9.6% | -3.1% | -9.8% |
| 7D | -19.5% | -16.9% | -2.6% | -14.8% |
| 30D | -32.4% | -35.4% | +3.0% | -23.8% |
| 3M | -30.3% | -31.9% | +1.5% | -23.0% |
| 6M | -30.4% | -19.3% | -11.1% | -25.0% |
| YTD | +11.3% | +98.5% | -87.1% | -5.7% |
| 1Y | +3.6% | +100.5% | -96.9% | -13.3% |
| All | +3.6% | +94.5% | -90.9% | -13.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SIMO.
Daily Out/Under-Performance
Portfolio return minus SIMO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIMO 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 SIMO 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