+420.3%
NVT vs TROW
-39.3%
+459.7%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -1.2% | +5.8% | +5.3% |
| 7D | +4.1% | -3.2% | +7.2% | +5.9% |
| 30D | -5.1% | -4.6% | -0.5% | -2.8% |
| 3M | -1.2% | -0.7% | -0.5% | -2.1% |
| 6M | +46.6% | +22.2% | +24.4% | +29.4% |
| YTD | +60.0% | +6.6% | +53.4% | +51.7% |
| 1Y | +70.8% | +5.8% | +65.0% | +62.2% |
| 3Y | +187.5% | +11.6% | +175.9% | +163.4% |
| All | +420.3% | -39.3% | +459.7% | +544.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling