+9.2%
TT vs NVT
+73.8%
-64.6%
-16.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +2.6% | -2.0% | -0.3% |
| 7D | -0.2% | +5.1% | -5.3% | -2.0% |
| 30D | -7.4% | -3.7% | -3.7% | -6.4% |
| 3M | -3.2% | -10.1% | +6.9% | 0.0% |
| 6M | +1.1% | +37.5% | -36.3% | -10.9% |
| YTD | +15.6% | +53.7% | -38.1% | -1.9% |
| 1Y | +9.2% | +70.9% | -61.7% | -12.9% |
| All | +9.2% | +73.8% | -64.6% | -12.9% |
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