+132.7%
ADI vs NVTS
-16.8%
+149.6%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NVTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +4.3% | +0.5% | +4.5% |
| 7D | +4.6% | -1.4% | +6.0% | +4.7% |
| 30D | -1.2% | -16.5% | +15.3% | +0.4% |
| 3M | -7.8% | -47.6% | +39.8% | -2.9% |
| 6M | +19.3% | +7.3% | +12.1% | +16.1% |
| YTD | +40.9% | +62.9% | -22.0% | +30.9% |
| 1Y | +54.5% | +91.3% | -36.8% | +39.1% |
| 3Y | +123.4% | +43.4% | +80.0% | +99.1% |
| All | +132.7% | -16.8% | +149.6% | +95.2% |
Cumulative growth
Daily Returns
Daily percentage return beside NVTS.
Daily Out/Under-Performance
Portfolio return minus NVTS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVTS 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 10y: compounded portfolio wealth divided by compounded NVTS 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…
10y analysis · Full analysis span regression · 6 months rolling