+139.3%
RCL vs NVT
+694.8%
-555.5%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.1% | +1.8% | +1.2% |
| 7D | -2.5% | +2.0% | -4.5% | -4.0% |
| 30D | -15.7% | -7.2% | -8.5% | -11.9% |
| 3M | -3.6% | -0.9% | -2.7% | -7.1% |
| 6M | -8.7% | +42.6% | -51.2% | -34.8% |
| YTD | -6.2% | +52.9% | -59.0% | -37.4% |
| 1Y | -22.9% | +64.5% | -87.3% | -52.8% |
| 3Y | +173.6% | +178.0% | -4.4% | -5.6% |
| 5Y | +226.6% | +402.8% | -176.2% | -38.4% |
| All | +139.3% | +694.8% | -555.5% | -70.2% |
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