+52.6%
XOM vs NVT
+3.0%
+49.6%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -12.7% | +8.1% | -5.7% |
| 7D | -7.0% | -19.5% | +12.5% | -8.8% |
| 30D | +3.2% | -32.4% | +35.6% | -0.6% |
| 3M | +10.7% | -30.3% | +41.0% | +7.2% |
| 6M | +11.6% | -30.4% | +42.0% | +8.9% |
| YTD | +43.5% | +11.3% | +32.1% | +48.4% |
| 1Y | +52.6% | +3.6% | +49.0% | +57.7% |
| All | +52.6% | +3.0% | +49.6% | +57.7% |
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