-16.1%
TEAM vs NVT
+178.0%
-194.1%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -2.1% | +3.2% | +1.4% |
| 7D | -7.8% | +2.0% | -9.8% | -8.2% |
| 30D | +16.5% | -7.2% | +23.7% | +17.6% |
| 3M | +96.2% | -0.9% | +97.1% | +92.5% |
| 6M | +130.2% | +42.6% | +87.6% | +103.4% |
| YTD | +10.7% | +52.9% | -42.1% | -5.4% |
| 1Y | +3.0% | +64.5% | -61.5% | -14.8% |
| All | -16.1% | +178.0% | -194.1% | -48.1% |
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