+139.2%
SLB vs NVT
+425.5%
-286.3%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +4.2% | -4.9% | -2.1% |
| 7D | +0.4% | +10.4% | -9.9% | -2.8% |
| 30D | +13.6% | -1.3% | +14.9% | +13.6% |
| 3M | +1.5% | -0.6% | +2.1% | +0.2% |
| 6M | +23.0% | +53.8% | -30.7% | +2.7% |
| YTD | +51.2% | +60.2% | -9.0% | +23.9% |
| 1Y | +63.5% | +76.8% | -13.3% | +27.3% |
| 3Y | +2.5% | +191.2% | -188.7% | -40.5% |
| 5Y | +139.2% | +430.9% | -291.8% | -2.8% |
| All | +139.2% | +425.5% | -286.3% | -2.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling