+180.7%
NVT vs STT
+195.2%
-14.4%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | STT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | 0.0% | -2.5% | -2.5% |
| 7D | +7.0% | +1.0% | +6.0% | +6.2% |
| 30D | -2.3% | +2.8% | -5.1% | -4.2% |
| 3M | -3.1% | +18.1% | -21.2% | -13.5% |
| 6M | +47.0% | +59.2% | -12.2% | +6.8% |
| YTD | +56.2% | +51.5% | +4.7% | +16.6% |
| 1Y | +74.5% | +75.7% | -1.1% | +16.9% |
| All | +180.7% | +195.2% | -14.4% | +34.6% |
Cumulative growth
Daily Returns
Daily percentage return beside STT.
Daily Out/Under-Performance
Portfolio return minus STT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STT 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 STT 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