+187.5%
NVT vs SMTC
+579.3%
-391.7%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +5.1% | -0.4% | +3.2% |
| 7D | +4.1% | +13.1% | -9.0% | +0.4% |
| 30D | -5.1% | +19.5% | -24.6% | -10.2% |
| 3M | -1.2% | +2.2% | -3.4% | -3.4% |
| 6M | +46.6% | +94.9% | -48.3% | +18.8% |
| YTD | +60.0% | +127.0% | -67.0% | +24.5% |
| 1Y | +70.8% | +174.6% | -103.8% | +26.3% |
| 3Y | +187.5% | +615.9% | -428.4% | +64.1% |
| All | +187.5% | +579.3% | -391.7% | +64.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SMTC.
Daily Out/Under-Performance
Portfolio return minus SMTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SMTC 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 SMTC 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