+149.2%
TT vs NVT
+433.4%
-284.2%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +4.2% | -4.6% | -2.3% |
| 7D | +1.6% | +10.4% | -8.8% | -2.9% |
| 30D | -7.3% | -1.3% | -6.0% | -7.1% |
| 3M | -2.6% | -0.6% | -2.0% | -3.3% |
| 6M | +5.9% | +53.8% | -47.9% | -15.0% |
| YTD | +15.4% | +60.2% | -44.8% | -9.6% |
| 1Y | +8.2% | +76.8% | -68.5% | -19.9% |
| 3Y | +122.7% | +191.2% | -68.6% | +18.7% |
| All | +149.2% | +433.4% | -284.2% | -9.0% |
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