+3.6%
NVT vs TD
+61.0%
-57.5%
-38.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.7% | +2.8% | -15.5% | -15.0% |
| 7D | -19.5% | +1.4% | -20.9% | -20.4% |
| 30D | -32.4% | +10.2% | -42.6% | -38.1% |
| 3M | -30.3% | +8.1% | -38.5% | -35.0% |
| 6M | -30.4% | +22.3% | -52.8% | -42.2% |
| YTD | +11.3% | +39.0% | -27.7% | -20.3% |
| 1Y | +3.6% | +62.6% | -59.1% | -39.3% |
| All | +3.6% | +61.0% | -57.5% | -39.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TD.
Daily Out/Under-Performance
Portfolio return minus TD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TD 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 TD 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