+187.5%
NVT vs TRI
-18.9%
+206.5%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +1.7% | +2.9% | +4.8% |
| 7D | +4.1% | -7.9% | +12.0% | +3.1% |
| 30D | -5.1% | -4.5% | -0.6% | -5.5% |
| 3M | -1.2% | +22.1% | -23.3% | +0.3% |
| 6M | +46.6% | -2.8% | +49.4% | +51.4% |
| YTD | +60.0% | -23.4% | +83.4% | +72.7% |
| 1Y | +70.8% | -41.5% | +112.3% | +99.7% |
| 3Y | +187.5% | -19.2% | +206.8% | +166.9% |
| All | +187.5% | -18.9% | +206.5% | +166.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling