+35.8%
XYZ vs NVT
+4.7%
+31.1%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.7% | +3.5% | +2.8% |
| 7D | -1.1% | +8.0% | -9.0% | -1.2% |
| 30D | +11.5% | -24.8% | +36.3% | +12.2% |
| 3M | +1.8% | -32.4% | +34.2% | +3.2% |
| 6M | +21.2% | -33.5% | +54.7% | +22.8% |
| YTD | +29.9% | +13.2% | +16.8% | +18.2% |
| 1Y | +35.8% | +9.0% | +26.8% | +24.5% |
| All | +35.8% | +4.7% | +31.1% | +24.5% |
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