+563.8%
PH vs NVT
+488.5%
+75.3%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.7% | +0.7% | +0.4% |
| 7D | +4.3% | +8.0% | -3.6% | -0.2% |
| 30D | +0.1% | -24.8% | +24.9% | +15.1% |
| 3M | -9.4% | -32.4% | +23.1% | +9.4% |
| 6M | +8.8% | -33.5% | +42.2% | +29.8% |
| YTD | +9.6% | +13.2% | -3.6% | -8.0% |
| 1Y | +14.4% | +9.0% | +5.5% | -2.3% |
| 3Y | +134.5% | +129.4% | +5.1% | +11.3% |
| 5Y | +204.4% | +230.1% | -25.6% | +9.5% |
| All | +563.8% | +488.5% | +75.3% | +58.0% |
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