+70.8%
NVT vs SPXU
-36.3%
+107.1%
-27.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -2.4% | +7.1% | +3.0% |
| 7D | +4.1% | +2.5% | +1.6% | +5.9% |
| 30D | -5.1% | +4.2% | -9.3% | -2.2% |
| 3M | -1.2% | -9.3% | +8.1% | -5.8% |
| 6M | +46.6% | -30.7% | +77.3% | +21.0% |
| YTD | +60.0% | -28.1% | +88.1% | +36.7% |
| 1Y | +70.8% | -35.2% | +106.0% | +36.6% |
| All | +70.8% | -36.3% | +107.1% | +36.6% |
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