+38.8%
SLB vs NVT
+5.7%
+33.1%
-22.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +3.8% | -1.7% | +1.6% |
| 7D | -1.2% | +3.5% | -4.6% | -1.8% |
| 30D | +4.5% | -28.2% | +32.7% | +8.9% |
| 3M | -4.6% | -30.1% | +25.5% | -0.3% |
| 6M | -6.3% | -32.5% | +26.2% | -1.8% |
| YTD | +35.0% | +15.2% | +19.8% | +29.0% |
| 1Y | +38.8% | +7.2% | +31.6% | +34.5% |
| All | +38.8% | +5.7% | +33.1% | +34.5% |
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