+3.7%
U vs NVT
+73.8%
-70.1%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +2.6% | -3.6% | -1.6% |
| 7D | -3.8% | +5.1% | -8.9% | -5.0% |
| 30D | +17.5% | -3.7% | +21.2% | +18.0% |
| 3M | +38.7% | -10.1% | +48.9% | +40.9% |
| 6M | +104.4% | +37.5% | +67.0% | +70.3% |
| YTD | -5.7% | +53.7% | -59.4% | -27.9% |
| 1Y | +3.7% | +70.9% | -67.2% | -18.9% |
| All | +3.7% | +73.8% | -70.1% | -18.9% |
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