+1.3%
TT vs NVT
+5.4%
-4.2%
-21.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.1% | +0.9% | +0.2% |
| 7D | +8.1% | +17.4% | -9.3% | +2.0% |
| 30D | -11.3% | -28.4% | +17.1% | -1.2% |
| 3M | -11.2% | -32.4% | +21.2% | +0.6% |
| 6M | -8.9% | -32.2% | +23.2% | +2.6% |
| YTD | +9.7% | +14.0% | -4.3% | +1.2% |
| 1Y | +1.3% | +4.3% | -3.0% | -4.3% |
| All | +1.3% | +5.4% | -4.2% | -4.3% |
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