+212.0%
ORCL vs NVT
+488.5%
-276.4%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.7% | -0.7% | -1.1% |
| 7D | +8.0% | +8.0% | 0.0% | +4.7% |
| 30D | -4.0% | -24.8% | +20.8% | +6.7% |
| 3M | -19.5% | -32.4% | +13.0% | -6.9% |
| 6M | -33.5% | -33.5% | 0.0% | -23.1% |
| YTD | -34.8% | +13.2% | -48.0% | -39.6% |
| 1Y | -41.6% | +9.0% | -50.6% | -45.0% |
| 3Y | +13.8% | +129.4% | -115.6% | -20.1% |
| 5Y | +43.4% | +230.1% | -186.7% | -12.4% |
| All | +212.0% | +488.5% | -276.4% | +56.8% |
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