+70.9%
NVT vs TRI
-38.3%
+109.1%
-27.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -5.4% | +8.0% | +1.0% |
| 7D | +5.1% | -0.5% | +5.6% | +5.0% |
| 30D | -3.7% | +7.9% | -11.6% | -1.2% |
| 3M | -10.1% | +24.1% | -34.2% | -2.4% |
| 6M | +37.5% | +3.8% | +33.6% | +48.3% |
| YTD | +53.7% | -16.9% | +70.6% | +56.1% |
| 1Y | +70.9% | -38.4% | +109.3% | +60.8% |
| All | +70.9% | -38.3% | +109.1% | +60.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 TRI 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