+24.7%
RCL vs NVT
+5.4%
+19.3%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -1.1% | -2.9% | -3.7% |
| 7D | -0.2% | +17.4% | -17.6% | -3.1% |
| 30D | +14.4% | -28.4% | +42.7% | +21.5% |
| 3M | +5.2% | -32.4% | +37.6% | +13.0% |
| 6M | +26.1% | -32.2% | +58.3% | +35.2% |
| YTD | +17.4% | +14.0% | +3.4% | +6.9% |
| 1Y | +24.7% | +4.3% | +20.4% | +15.0% |
| All | +24.7% | +5.4% | +19.3% | +15.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling