+360.8%
NVT vs TPG
+74.1%
+286.7%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +1.6% | +3.0% | +3.9% |
| 7D | +4.1% | -9.4% | +13.5% | +8.6% |
| 30D | -5.1% | -5.3% | +0.1% | -3.4% |
| 3M | -1.2% | +12.9% | -14.1% | -7.4% |
| 6M | +46.6% | +20.1% | +26.5% | +32.9% |
| YTD | +60.0% | -22.5% | +82.5% | +75.6% |
| 1Y | +70.8% | -19.7% | +90.5% | +83.0% |
| 3Y | +187.5% | +81.2% | +106.3% | +120.5% |
| All | +360.8% | +74.1% | +286.7% | +238.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TPG.
Daily Out/Under-Performance
Portfolio return minus TPG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TPG 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 all: compounded portfolio wealth divided by compounded TPG 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…
all analysis · Full analysis span regression · 6 months rolling