+142.1%
TEL vs NVT
+712.1%
-570.0%
-46.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.5% | +2.3% | +1.0% |
| 7D | +1.2% | +7.0% | -5.8% | -2.1% |
| 30D | -4.1% | -2.3% | -1.8% | -3.4% |
| 3M | -2.6% | -3.1% | +0.5% | -2.7% |
| 6M | 0.0% | +47.0% | -47.0% | -19.8% |
| YTD | -9.1% | +56.2% | -65.3% | -29.6% |
| 1Y | -0.8% | +74.5% | -75.4% | -27.7% |
| 3Y | +67.4% | +184.0% | -116.7% | -12.1% |
| 5Y | +51.8% | +410.8% | -359.0% | -43.8% |
| All | +142.1% | +712.1% | -570.0% | -33.5% |
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