+174.2%
UNP vs NVT
+488.5%
-314.3%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.7% | +0.1% | -0.4% |
| 7D | +4.2% | +8.0% | -3.7% | +1.8% |
| 30D | +5.6% | -24.8% | +30.4% | +13.0% |
| 3M | +2.0% | -32.4% | +34.5% | +12.0% |
| 6M | +15.4% | -33.5% | +48.9% | +25.5% |
| YTD | +32.7% | +13.2% | +19.5% | +18.0% |
| 1Y | +39.4% | +9.0% | +30.5% | +25.1% |
| 3Y | +54.3% | +129.4% | -75.1% | -4.8% |
| 5Y | +39.6% | +230.1% | -190.4% | -29.7% |
| All | +174.2% | +488.5% | -314.3% | -2.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling