+187.5%
NVT vs TRU
-1.3%
+188.8%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +1.0% | +3.7% | +4.4% |
| 7D | +4.1% | -2.7% | +6.8% | +4.7% |
| 30D | -5.1% | -2.0% | -3.1% | -5.0% |
| 3M | -1.2% | +18.4% | -19.6% | -7.2% |
| 6M | +46.6% | +8.9% | +37.7% | +40.0% |
| YTD | +60.0% | -8.9% | +68.9% | +60.6% |
| 1Y | +70.8% | -15.9% | +86.7% | +75.8% |
| 3Y | +187.5% | -1.1% | +188.6% | +197.9% |
| All | +187.5% | -1.3% | +188.8% | +197.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 TRU 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