-10.2%
ADSK vs NVTS
-9.1%
-1.2%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | +9.0% | -2.0% | +7.3% |
| 7D | +11.4% | -0.3% | +11.8% | +11.5% |
| 30D | +21.9% | -24.4% | +46.3% | +21.1% |
| 3M | +13.9% | -26.5% | +40.3% | +13.2% |
| 6M | +9.1% | -41.4% | +50.5% | +6.9% |
| YTD | -8.8% | +30.7% | -39.4% | -14.0% |
| 1Y | -10.2% | -10.8% | +0.6% | -14.2% |
| All | -10.2% | -9.1% | -1.2% | -14.2% |
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 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