+730.1%
NVT vs XPO
+409.5%
+320.7%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -3.1% | +0.6% | -1.3% |
| 7D | +7.0% | -0.9% | +7.9% | +7.3% |
| 30D | -2.3% | -8.1% | +5.8% | +1.0% |
| 3M | -3.1% | -19.0% | +16.0% | +4.8% |
| 6M | +47.0% | -5.2% | +52.2% | +48.9% |
| YTD | +56.2% | +35.6% | +20.6% | +36.2% |
| 1Y | +74.5% | +41.1% | +33.4% | +48.3% |
| 3Y | +184.0% | +157.9% | +26.1% | +83.5% |
| 5Y | +410.8% | +265.6% | +145.1% | +168.8% |
| All | +730.1% | +409.5% | +320.7% | +266.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling