+231.4%
TEAM vs NVT
+699.2%
-467.9%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +2.6% | -5.2% | -3.3% |
| 7D | -0.4% | +5.1% | -5.5% | -1.7% |
| 30D | +67.3% | -3.7% | +71.0% | +68.3% |
| 3M | +86.8% | -10.1% | +96.9% | +88.6% |
| 6M | +146.8% | +37.5% | +109.4% | +117.7% |
| YTD | +16.9% | +53.7% | -36.8% | -1.2% |
| 1Y | +12.8% | +70.9% | -58.1% | -8.6% |
| 3Y | -7.3% | +180.4% | -187.7% | -38.9% |
| 5Y | -50.7% | +393.5% | -444.2% | -72.8% |
| All | +231.4% | +699.2% | -467.9% | +56.9% |
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