+36.3%
TRV vs NVT
+71.6%
-35.3%
-8.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +4.6% | -2.6% | +2.6% |
| 7D | +1.9% | +4.1% | -2.1% | +2.4% |
| 30D | +1.7% | -5.1% | +6.8% | +1.1% |
| 3M | +23.9% | -1.2% | +25.1% | +24.3% |
| 6M | +26.3% | +46.6% | -20.3% | +30.3% |
| YTD | +30.8% | +60.0% | -29.2% | +36.2% |
| 1Y | +36.3% | +70.8% | -34.5% | +40.9% |
| All | +36.3% | +71.6% | -35.3% | +40.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling