+750.3%
NVT vs XPO
+403.7%
+346.5%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -0.1% | +4.7% | +4.7% |
| 7D | +4.1% | -5.7% | +9.7% | +6.4% |
| 30D | -5.1% | -12.8% | +7.7% | +0.1% |
| 3M | -1.2% | -20.0% | +18.8% | +7.3% |
| 6M | +46.6% | -6.0% | +52.6% | +49.0% |
| YTD | +60.0% | +34.0% | +25.9% | +40.1% |
| 1Y | +70.8% | +35.6% | +35.2% | +47.5% |
| 3Y | +187.5% | +152.3% | +35.3% | +87.4% |
| 5Y | +426.1% | +264.4% | +161.8% | +177.2% |
| All | +750.3% | +403.7% | +346.5% | +276.8% |
Cumulative growth
Daily Returns
Daily percentage return beside XPO.
Daily Out/Under-Performance
Portfolio return minus XPO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XPO 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 10y: compounded portfolio wealth divided by compounded XPO 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…
10y analysis · Full analysis span regression · 6 months rolling