+37.5%
NVTS vs NVT
+178.0%
-140.5%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -2.1% | -1.8% | -1.6% |
| 7D | +0.5% | +2.0% | -1.6% | -1.6% |
| 30D | -18.0% | -7.2% | -10.8% | -11.2% |
| 3M | -45.6% | -0.9% | -44.7% | -44.1% |
| 6M | +28.5% | +42.6% | -14.1% | -4.5% |
| YTD | +56.2% | +52.9% | +3.3% | +10.5% |
| 1Y | +97.7% | +64.5% | +33.2% | +33.7% |
| All | +37.5% | +178.0% | -140.5% | -43.0% |
Cumulative growth
Daily Returns
Daily percentage return beside NVT.
Daily Out/Under-Performance
Portfolio return minus NVT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVT 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 NVT 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