+54.5%
ADI vs NVTS
+105.1%
-50.6%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +4.3% | +0.5% | +4.3% |
| 7D | +4.6% | -1.4% | +6.0% | +4.7% |
| 30D | -1.2% | -16.5% | +15.3% | +0.9% |
| 3M | -7.8% | -47.6% | +39.8% | -2.0% |
| 6M | +19.3% | +7.3% | +12.1% | +17.6% |
| YTD | +40.9% | +62.9% | -22.0% | +33.9% |
| 1Y | +54.5% | +91.3% | -36.8% | +40.7% |
| All | +54.5% | +105.1% | -50.6% | +40.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling