+214.2%
ARM vs NVTS
+21.8%
+192.4%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -5.1% | +3.3% | -0.9% |
| 7D | +19.8% | +21.6% | -1.8% | +16.0% |
| 30D | -21.8% | -8.5% | -13.3% | -20.6% |
| 3M | -26.5% | -31.4% | +4.9% | -21.8% |
| 6M | -3.9% | -50.3% | +46.4% | +6.9% |
| YTD | +82.8% | +33.9% | +48.9% | +74.2% |
| 1Y | +34.3% | +10.6% | +23.7% | +30.8% |
| 3Y | +282.2% | +52.7% | +229.5% | +352.2% |
| All | +214.2% | +21.8% | +192.4% | +291.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling