+184.3%
SE vs NVT
+184.0%
+0.3%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -2.5% | -1.6% | -3.3% |
| 7D | -3.6% | +7.0% | -10.6% | -5.6% |
| 30D | -5.3% | -2.3% | -3.0% | -4.9% |
| 3M | +28.1% | -3.1% | +31.2% | +27.4% |
| 6M | +20.7% | +47.0% | -26.4% | +1.1% |
| YTD | -14.8% | +56.2% | -71.0% | -30.3% |
| 1Y | -43.6% | +74.5% | -118.1% | -56.1% |
| All | +184.3% | +184.0% | +0.3% | +86.4% |
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