+42.6%
UNP vs NVT
+3.0%
+39.6%
-12.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -12.7% | +14.4% | +1.4% |
| 7D | +3.6% | -19.5% | +23.1% | +3.3% |
| 30D | +11.4% | -32.4% | +43.8% | +11.2% |
| 3M | +4.6% | -30.3% | +34.9% | +4.4% |
| 6M | +18.3% | -30.4% | +48.7% | +17.7% |
| YTD | +35.4% | +11.3% | +24.1% | +31.4% |
| 1Y | +42.6% | +3.6% | +39.0% | +38.4% |
| All | +42.6% | +3.0% | +39.6% | +38.4% |
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