-65.4%
TEAM vs NVT
+226.5%
-292.0%
-87.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.7% | -0.8% | -1.3% |
| 7D | -2.4% | +8.0% | -10.4% | -4.4% |
| 30D | -26.7% | -24.8% | -1.9% | -21.5% |
| 3M | -9.6% | -32.4% | +22.8% | -1.2% |
| 6M | +86.0% | -33.5% | +119.5% | +100.2% |
| YTD | -7.5% | +13.2% | -20.7% | -22.3% |
| 1Y | -1.4% | +9.0% | -10.3% | -16.2% |
| 3Y | -14.3% | +129.4% | -143.7% | -58.4% |
| All | -65.4% | +226.5% | -292.0% | -89.0% |
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 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