+6.7%
AMZN vs NVTS
-9.1%
+15.8%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +9.0% | -2.9% | +5.6% |
| 7D | +4.5% | -0.3% | +4.8% | +4.4% |
| 30D | +5.8% | -24.4% | +30.2% | +7.0% |
| 3M | -4.1% | -26.5% | +22.4% | -3.1% |
| 6M | -2.2% | -41.4% | +39.2% | -1.6% |
| YTD | +15.3% | +30.7% | -15.4% | +9.6% |
| 1Y | +6.7% | -10.8% | +17.5% | +4.4% |
| All | +6.7% | -9.1% | +15.8% | +4.4% |
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