+1.5%
TT vs NVT
+4.7%
-3.2%
-21.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.7% | -0.7% | -1.2% |
| 7D | +4.0% | +8.0% | -3.9% | +1.2% |
| 30D | -11.3% | -24.8% | +13.5% | -2.8% |
| 3M | -12.3% | -32.4% | +20.1% | -0.7% |
| 6M | -10.8% | -33.5% | +22.6% | +1.1% |
| YTD | +8.2% | +13.2% | -5.0% | -0.1% |
| 1Y | +1.5% | +9.0% | -7.5% | -5.3% |
| All | +1.5% | +4.7% | -3.2% | -5.3% |
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