+136.0%
TT vs NVT
+227.9%
-91.9%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.7% | +1.8% | +0.8% |
| 7D | +0.8% | -13.0% | +13.8% | +6.2% |
| 30D | -11.8% | -32.7% | +20.9% | +3.5% |
| 3M | -11.6% | -30.6% | +19.0% | +1.5% |
| 6M | -9.3% | -33.6% | +24.3% | +5.4% |
| YTD | +8.9% | +11.0% | -2.1% | -1.9% |
| 1Y | -2.2% | +0.8% | -3.0% | -8.1% |
| 3Y | +91.9% | +125.7% | -33.8% | +9.1% |
| 5Y | +136.0% | +231.1% | -95.1% | +1.0% |
| All | +136.0% | +227.9% | -91.9% | +1.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling