+364.9%
TDG vs NVT
+694.8%
-329.9%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.1% | +2.2% | +1.2% |
| 7D | -2.7% | +2.0% | -4.7% | -3.8% |
| 30D | -9.3% | -7.2% | -2.1% | -6.4% |
| 3M | -7.1% | -0.9% | -6.1% | -9.0% |
| 6M | -11.2% | +42.6% | -53.7% | -30.0% |
| YTD | -15.3% | +52.9% | -68.1% | -36.6% |
| 1Y | -12.5% | +64.5% | -76.9% | -38.3% |
| 3Y | +51.2% | +178.0% | -126.8% | -30.8% |
| 5Y | +126.1% | +402.8% | -276.6% | -34.5% |
| All | +364.9% | +694.8% | -329.9% | -11.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling