+3.6%
NVT vs TROW
+17.3%
-13.7%
-38.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.7% | +6.0% | -18.7% | -13.7% |
| 7D | -19.5% | +8.2% | -27.7% | -20.8% |
| 30D | -32.4% | +8.3% | -40.7% | -33.5% |
| 3M | -30.3% | -1.6% | -28.8% | -29.7% |
| 6M | -30.4% | +11.9% | -42.3% | -34.6% |
| YTD | +11.3% | +14.3% | -3.0% | +0.4% |
| 1Y | +3.6% | +17.0% | -13.4% | -7.9% |
| All | +3.6% | +17.3% | -13.7% | -7.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TROW.
Daily Out/Under-Performance
Portfolio return minus TROW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TROW 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 TROW 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