+3.6%
NVT vs SPXU
-30.4%
+33.9%
-38.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.7% | -4.9% | -7.8% | -16.2% |
| 7D | -19.5% | +2.2% | -21.6% | -18.0% |
| 30D | -32.4% | +3.8% | -36.2% | -29.8% |
| 3M | -30.3% | +3.3% | -33.6% | -27.4% |
| 6M | -30.4% | -16.7% | -13.7% | -35.7% |
| YTD | +11.3% | -28.6% | +40.0% | -4.2% |
| 1Y | +3.6% | -30.6% | +34.1% | -11.4% |
| All | +3.6% | -30.4% | +33.9% | -11.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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