-5.8%
TDG vs NVT
+3.0%
-8.8%
-25.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -12.7% | +13.5% | +1.5% |
| 7D | +7.1% | -19.5% | +26.6% | +8.5% |
| 30D | +11.4% | -32.4% | +43.8% | +14.2% |
| 3M | -4.6% | -30.3% | +25.8% | -2.5% |
| 6M | +5.8% | -30.4% | +36.3% | +7.6% |
| YTD | -8.5% | +11.3% | -19.8% | -11.7% |
| 1Y | -5.8% | +3.6% | -9.4% | -9.0% |
| All | -5.8% | +3.0% | -8.8% | -9.0% |
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