+213.4%
RTX vs NVT
+488.5%
-275.1%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.7% | +0.8% | +0.4% |
| 7D | +4.8% | +8.0% | -3.2% | +1.9% |
| 30D | +6.5% | -24.8% | +31.3% | +15.8% |
| 3M | -9.6% | -32.4% | +22.8% | +1.2% |
| 6M | +12.3% | -33.5% | +45.8% | +24.2% |
| YTD | +9.5% | +13.2% | -3.7% | -4.8% |
| 1Y | +15.8% | +9.0% | +6.9% | +2.0% |
| 3Y | +157.0% | +129.4% | +27.6% | +43.8% |
| 5Y | +148.8% | +230.1% | -81.3% | +7.2% |
| All | +213.4% | +488.5% | -275.1% | -11.9% |
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