+245.5%
TXN vs NVT
+731.8%
-486.3%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +4.6% | -0.8% | +1.9% |
| 7D | +4.0% | +4.1% | -0.1% | +2.2% |
| 30D | -2.9% | -5.1% | +2.3% | -0.9% |
| 3M | -9.1% | -1.2% | -7.9% | -9.0% |
| 6M | +36.6% | +46.6% | -9.9% | +15.9% |
| YTD | +57.5% | +60.0% | -2.5% | +28.4% |
| 1Y | +49.5% | +70.8% | -21.3% | +17.7% |
| 3Y | +76.5% | +187.5% | -111.0% | +5.7% |
| 5Y | +62.4% | +426.1% | -363.8% | -26.0% |
| All | +245.5% | +731.8% | -486.3% | +27.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling