+92.9%
QQQ vs NVT
+190.9%
-97.9%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +4.6% | -3.8% | -0.6% |
| 7D | -0.6% | +4.1% | -4.6% | -1.9% |
| 30D | -1.2% | -5.1% | +3.9% | +0.2% |
| 3M | -0.2% | -1.2% | +1.0% | -0.7% |
| 6M | +17.9% | +46.6% | -28.7% | +2.5% |
| YTD | +16.6% | +60.0% | -43.3% | -2.0% |
| 1Y | +23.0% | +70.8% | -47.8% | +0.4% |
| 3Y | +92.9% | +187.5% | -94.6% | +21.3% |
| All | +92.9% | +190.9% | -97.9% | +21.3% |
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