+226.6%
ON vs NVT
+731.8%
-505.1%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.5% | +4.6% | +3.9% | +4.8% |
| 7D | +2.4% | +4.1% | -1.7% | -1.0% |
| 30D | -8.6% | -5.1% | -3.5% | -5.2% |
| 3M | -34.3% | -1.2% | -33.2% | -33.3% |
| 6M | +28.5% | +46.6% | -18.1% | -4.2% |
| YTD | +40.6% | +60.0% | -19.4% | -3.3% |
| 1Y | +55.3% | +70.8% | -15.5% | -0.3% |
| 3Y | -22.2% | +187.5% | -209.7% | -70.5% |
| 5Y | +62.4% | +426.1% | -363.8% | -63.7% |
| All | +226.6% | +731.8% | -505.1% | -55.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling