+420.3%
NVT vs SPXS
-86.0%
+506.3%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -2.4% | +7.1% | +3.5% |
| 7D | +4.1% | +2.5% | +1.6% | +5.3% |
| 30D | -5.1% | +4.2% | -9.3% | -3.1% |
| 3M | -1.2% | -9.3% | +8.1% | -4.0% |
| 6M | +46.6% | -30.7% | +77.3% | +29.1% |
| YTD | +60.0% | -28.1% | +88.0% | +44.5% |
| 1Y | +70.8% | -35.1% | +105.9% | +50.0% |
| 3Y | +187.5% | -79.6% | +267.1% | +86.3% |
| All | +420.3% | -86.0% | +506.3% | +247.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXS.
Daily Out/Under-Performance
Portfolio return minus SPXS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXS 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 5y: compounded portfolio wealth divided by compounded SPXS 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…
5y analysis · Full analysis span regression · 6 months rolling