-53.2%
TEAM vs NVT
+410.8%
-464.0%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.5% | +3.2% | +1.5% |
| 7D | -4.7% | +7.0% | -11.7% | -6.9% |
| 30D | +17.0% | -2.3% | +19.4% | +17.1% |
| 3M | +85.9% | -3.1% | +89.0% | +82.6% |
| 6M | +116.7% | +47.0% | +69.6% | +77.4% |
| YTD | +9.6% | +56.2% | -46.6% | -14.0% |
| 1Y | -2.5% | +74.5% | -77.1% | -28.5% |
| 3Y | -14.0% | +184.0% | -198.0% | -57.1% |
| All | -53.2% | +410.8% | -464.0% | -85.7% |
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